You have many choices when it comes to selecting a financial advisor. Most will hold themselves out as trusted experts offering sound advice, but the simple fact is that not all advisors are the same, whether under the law or in practice. While we can only earn your trust, here are some objective characteristics of 5th Street Advisors that distinguish us from other firms and that our clients value:
As a Registered Investment Adviser (RIA), 5th Street is held to a much higher standard of care than financial professionals registered as brokers. We are fiduciaries, required to provide full and fair disclosures of all material facts and always act in the best interest of our clients.
Independent & Unbiased Advice
Unlike large financial institutions and their affiliates, 5th Street is an independent firm and has no hidden agenda or incentive to push any particular financial product. We value independent research, and do not receive commissions or revenue from the sales of securities. In short, we avoid the types of conflicts of interest that characterize much of the financial services industry and get in the way of what you should demand: independent, objective, and unbiased advice.
Simple and Transparent Fee Structure
We are compensated by a fair and competitive annual fee based on a percent of the total assets under our management. This arrangement ties our fee directly to the growth of your account, thereby eliminating conflicts of interest that exist when financial advisor's compensation is tied to commissions or 12(b)1 fees paid for recommending particular investments.
Comprehensive Financial Planning
Investing is only part of the equation. We emphasize a holistic approach to wealth management, based on each individual client’s circumstances, that also takes into account tax planning, retirement planning, insurance planning, education planning, and estate planning, among other considerations.
Experience & Expertise
Our team is comprised of credible professionals, with deep expertise and years of experience in banking, finance, law, financial planning, and asset management. They hold prestigious degrees and credentials including Master of Business Administration (MBA), Juris Doctor (JD), and Certified Financial Planner (CFP).