[vc_row][vc_column][investment_title align=”left” tag=”h3″ title=”What makes us unique?” add_underline=”No”][\/investment_title][vc_column_text]\u2022 We provide our clients with the exact same advice and service we give to our families and closest friends.<\/p>\n
\u2022 Managing your finances is a task we take very seriously, and we know what it means to you and your family<\/p>\n
\u2022 Held to a Fiduciary Standard. Santa Monica Wealth is bound to the fiduciary standard established as part of the Investment Advisors Act of 1940. This requires us to put client interests above our own, act in the best interest of our clients, avoid conflicts of interests where possible, and disclose where these conflicts may exist.<\/p>\n
\u2022 Investment mangement fee waiver. You ONLY pay us when your accounts are UP<\/p>\n
\u2022 Monthly ongoing financial planning fee waiver. You pay us NOTHING if you don\u2019t hear from us at least once-a-month<\/p>\n
\u2022 Holistic approach with a personal focus<\/p>\n
\u2022 Ongoing financial advice<\/p>\n
\u2022 Focus on relationships<\/p>\n
\u2022 Regular portfolio performance reporting<\/p>\n
\u2022 No account or relationship minimums<\/p>\n
\u2022 No sales<\/p>\n
\u2022 Fee-Only financial planning<\/p>\n
\u2022 100% objective, independent, and unbiased advice<\/p>\n
\u2022 100% conflict free<\/p>\n
\u2022 100 % Transparent pricing. No hidden fees<\/p>\n
\u2022 Investment advice you can understand<\/p>\n
\u2022 Flexible hours that fit your busy schedule. We\u2019re not like other financial planning and investment management firms who are available 9-5. Our hours of business are extended to hours that are suitable for you<\/p>\n
\u2022 We are local and nationwide. We are proud to be based in Houston, TX where many of our clients also reside. With the convenience of the internet, we can also meet with and serve our clients who are living, working, and planning for their financial futures all over the country<\/p>\n
\u2022 Monthly checkup via phone call, video conferencing, or one-on one meeting[\/vc_column_text][investment_quote]<\/p>\n
[\/investment_quote][\/vc_column][\/vc_row]<\/p>\n","protected":false},"excerpt":{"rendered":"
[vc_row][vc_column][investment_title align=”left” tag=”h3″ title=”What makes us unique?” add_underline=”No”][\/investment_title][vc_column_text]\u2022 We provide our clients with the exact same advice and service we give to our families and closest friends. \u2022 Managing your finances is a task we<\/p>\n