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Dark Horse Wealth

Dark Horse Wealth

Fee-Only Advice Cazenovia, NY

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Mission Statement

Dark Horse Wealth seeks to help its clients learn basics of the investment planning process so together we can built a customized but also a understandable investment strategy.

A Independent Fiduciary

We make money with our clients rather than selling them products to make money off our clients. As a fiduciary we are obligated to put our clients interest first. We are not affiliated, owned or compensated by the financial industry. We do not work on a commission basis. Our clients pay us directly.

Sensible & Transparant Fees

In our opinion sensible advisory fees should total 1%  or less, and therefore the maximum fee paid to us is 1%. Transparency is achieved by directly invoicing our clients so they are aware of exactly how much they paid their advisor for their services and also by lowering commission payments to brokers and brokerages as much as “reasonably” possible.

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© Themeisle; Image and icon credits: Caz Lake Image (Flickr, Doug Kerr), audiobook by Piotrek Chuchla from the Noun Project

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