How We Are Different
There are many choices in selecting a financial advisor and it is important to find an advisor that fits your personality and goals. Financial Discovery is a no-commission / fee-only firm that provides comprehensive planning and investment management.
How we are different from Brokers, Banks and Insurers
Compensation
| commissions for sales (load mutual funds, insurance) and trades (stocks, bonds) | |
 |
fee-based - a combination of percentage of assets plus commission |
 |
fee-only - no commissions, a percentage of assets, pay for advice |
Relationship
|
suitability standard |
|
fiduciary standard |
Investment Vehicles
|
individual stock trades, mutual fund "loads" |
| proprietary and illiquid funds | |
|
insurance products (annuities & universal life) |
|
publicly traded Exchange Traded Funds (ETFs) and no-load mutual funds |
Financial Planning & Investment
There are many choices in selecting a financial advisor and it is important to find an advisor that fits your personality and goals...read more
Planning & Investment Process
In the introductory meeting, we listen to you and determine if we can provide the services required to meet your financial...read more
Our “Fee Only” Commitment
Atlanta based Financial Discovery Group operates as a commission-free practice, meaning we are compensated through a small percentage of...read more