Speak with a Financial Expert
Speak with a Financial Expert

Five key benefits of Bay Point Wealth Services, an independent Registered Investment Advisor (RIA)

Posted by Jim Kantowski, CFP®, CPA on June 30, 2013

A registered investment advisor (RIA) is a professional advisory firm that offers personalized financial advice to its clients, many of whom are affluent. 

RIA firms are registered with the Securities and Exchange Commission or state securities regulators, are subject to the Investment Advisers Act of 1940, and have a fiduciary duty to act in the best interest of their clients. 

Learn about the 5 key benefits of working with an RIA. 

Topics: RIA