Wealth DynamX: Like A Financial Advisor Except…
It is a well-recognized fact that people should work with a financial advisor. In fact, it’s a lot like having a lawyer to handle your legal matters, except this is with finances. Right?
Actually, the term “financial advisor” didn’t actually become popularized until around the 1970’s. Prior to that, everyone was just a broker. And even the term “broker’ wasn’t really coined with finances until the 1930’s when the stock market really became popular.
You may work with a financial advisor yourself and there’s nothing wrong with that, but I want to really have you take a look at whether or not it is really the right thing.
First, did the wealthy use them? When I say wealthy, I am referring to the top 1%. When you study the Wealth that built this country (Rockefeller, Carnegie, Morgan, Vanderbilt, etc.) you will find some very telling answers. They did not use a financial advisor. They had brokers (buying and selling), they had financiers (helping them obtain money), they had bankers, and they even had lawyers. But they did not have financial advisors. As a note, Rockefeller did grandfather a term called “The Family Office” which is really what most wealthy people actually use. The family office is an employee or group of employees who work for 1 or maybe even a handful of wealthy families. They handle the financially administrative work them stems from the financial decisions and investments made by the family.
It is interesting to point out that the Top 1% never used them and that will shed some light on the rest of this article.
Return on investment. Did you know that a financial advisor cannot guarantee that they will actually make you any form of return on your money? Go ahead and ask one. They’ll either clam up or get really defensive and snappy. They cannot guarantee they’ll make a return because they are putting your money into speculative positions that may or may not pan out for you.
Wealth DynamX on the other hand, can make that guarantee. In fact, we have accounts that guarantee a 4% minimum annual return, tax free. We understand that compounding interest doesn’t compound if it doesn’t compound. Meaning if you don’t ALWAYS make money there is no way for your money to compound.
Loss Protection. A financial advisor cannot guarantee that you won’t lose your money. That is a pretty important factor for many investors. Fun fact, but Warren Buffet says the #1 rule of investing is “don’t lose money”. So if the greatest investor of all time says its the most important rule and your financial advisor cannot follow that rule, what does that tell you? Again, this goes back to the fact that a financial advisor puts your money into speculative positions that have a high likelihood of loss.
Wealth DynamX can guarantee you won’t lose money. You see, a guarantee is only as good as the guarantor. We work with some of the largest companies in the world with some of the greatest financial strength out there. These companies usually have several tens of billions in reserve to back up their investors and meet very rigid reserve ratios.
Fees. With a financial advisor, you will pay a fee to give them money, a fee to have them manage your money, and often a fee to take your money back. When you give them money, they often have a front end load. This is a fee they charge for no reason. They haven’t done anything for you yet and they can’t promise they will do anything. But you’ll still pay them this fee. They also charge annual management fees. They can’t promise to make you money or that they won’t lose your money, but again you will pay them this management fee…for basically nothing. There is another fee called a contingent-deferred-sales-charge. This is a fee you pay for pulling your money out too soon.
Wealth DynamX charges you none of these fees. We don’t believe that it makes sense for you to pay a fee with no guarantee of anything in exchange. In any other transaction this is either gambling or theft. It’s gambling when you know about it. It’s theft when you don’t know about it. The top 1% didn’t get there by gambling or getting stolen from.
So…as you can see, we are kind of like a financial advisor. But not really. We promise not to lose your money. We promise to make you money. And we promise not to rob you with fees.
If you’ve been working with a financial advisor and you’d like to try us instead click here!
Own Your Potential,
Jerry Fetta
CEO & Founder of Wealth DynamX
Jerry Fetta helps his clients gain more financial knowledge, make more money, keep more of it, and multiply what they keep.
If you feel like one or more of these areas is costing you money and opportunity right now, then get more information about Jerry Fetta and Wealth DynamX by going to www.WealthDynamX.com/contact
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