Sentences with phrase «advisor unaffiliated»
Saint Petersburg, Florida About Blog Doyle Wealth Management is a privately owned, independent advisor unaffiliated with any bank or broker - dealer, making us free from the conflicts of interest in larger organizations.
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However, DFA faces an ongoing criticism: since its funds are sold exclusively through 1,900 rigorously screened and trained financial advisors, they are not easily accessible to individual investors, especially those with a small amount of investable assets, not willing to pay advisory fees or already having an unaffiliated advisor.
Dimensional Fund Advisors and Strakosch Retirement Strategies are unaffiliated entities.
The Fund invests in a combination of underlying mutual funds and exchange - traded funds («ETFs») which are managed by Rational Advisors and its affiliates, as well as unaffiliated mutual funds and ETFs.