Why A Register Investment Advisor?

Why Wealth Plus of the Dakotas?

In the financial services industry, a registered investment advisor (RIA) assumes a fiduciary duty and is obligated to put clients’ interests first when making investment decisions. That means that anything which could place us in conflict with our clients is eliminated. We do not take commissions. Period. You are not charged for transactions. We are completely independent. Regardless of what your portfolio may own, our fee to you is always the same. As your assets increase over time, our fee increases but at a slower rate. Your assets grow faster than our fee returning more to your pocket than other firms. We are truly aligned in working toward better outcomes and successes for each and every client.

At Wealth Plus of the Dakotas we understand our marketplace. After experiencing our analytics of your current investments, our portfolio design for performance and expense management, take a look at the firm’s fee structure. We challenge you to find a better value per dollar invested than provided by Wealth Plus. We will even help you look.

Call Us:

(605) 622-7801

or Call Toll Free:

1-888-699-2102

Email Us:

appointments@wpdakotas.com

Disclosure

Wealth Plus of the Dakotas, Inc. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities product or service. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser, tax professional, or attorney before implementing any strategy or recommendation discussed herein. Investment advisory services are offered through Wealth Plus of the Dakotas, Inc. Insurance products and services are offered separately through individual licensed and appointed agents.