The Top 1%…
Own 40% of the Nation’s Wealth
Earn 24% of the Nation’s Income
Own 50% of the Nation’s Stocks, Bonds and Mutual Funds
Large Wealth Management Firms Only Want The Top 1%
“Merrill Lynch Raises the Bar for Small Brokers – Account minimums hiked to $250,000 in push to focus on wealthier clients” – Investment News, January 9, 2012
“When Merrill Lynch recently discouraged its thundering herd of brokers from taking on new clients with under $250,000 in assets available for investing, it wasn’t a big surprise.”
“Brokerage firms have been making these sorts of moves for years, and Merrill is notorious for a leaked memo in the late 1990s that discouraged “charity work” for clients with less than $100,000 in assets — “poor people,” as the memo put it.” – “Financial Advice for Those With Small Nest Eggs”, The New York Times, January 14, 2012
Need Financial Planning
Need Investment Management
Skloff Financial Group Provides Financial Planning And Wealth Management To The 99%
Skloff Financial Group is registered as a Registered Investment Advisor (RIA).
An RIA is obligated by law to accept fiduciary.
An RIA must place clients’ interests first – before any other party.
Each client has a dedicated licensed financial advisor.
Each client is provided their financial advisor’s mobile phone number.
“Every client is treated with the individual attention and respect they deserve.” – Aaron Skloff, AIF, CFA, MBA – CEO Skloff Financial Group