“We view Verdence/PRO clients as business owners and entrepreneurs. They are owners of their own brand. They share many of the complex issues Verdence Capital Advisors’ ultra-high-net-worth business owner and entrepreneur clients face. The biggest difference? Overall advocacy for professional athletes’ and entertainers’ financial well-being is inadequate. We have found all too often that unscrupulous advisory firms will hide fees and compensation as a method to control or confuse their clients. Why is that?? Why do they have to hide the ball??
We insist on complete transparency, which keeps empowerment where it belongs: with our clients.” —Noel LaMontagne, Verdence/PRO
QUESTIONS
to consider when choosing an advisor:
- Are you a registered fiduciary?
- How are you paid?
- Are you paid commissions to recommend investments to me?
- Do you have sales quotas?
- Will a financial plan be custom created for me?
- Have you worked with high-net-worth individuals and families?
- Do you have unique insight into my profession/career?
- Describe your company’s culture.
- Who will be working directly with me?
- How will you communicate with me?
