Look at Costs
The total cost of investment is taken into consideration when designing a portfolio. Clients are educated on the various costs that Wall Street has grown accustom to and takes for granted, and reveals how the client can lower them significantly and improve investment performance. We avoid loaded funds, high expense ratio mutual funds, and expensive brokerage commissions.
Customized Service and Counseling
Use our expertise to avoid costly mistakes and potential conflicts of interest that is prevalent in the industry.
Total Transparency
In an industry that is notorious for hidden costs and complex fee structures, Topper goes against the norm and maintains a policy of clearly disclosed pricing for services rendered.
Latest Technology
As a small flexible firm, we are able to use the latest technology available in the marketplace. We are not bound by heavy IT investments or fixed assets that quickly become obsolete. We use systems outsourced by the market leaders, with the ability to upgrade quickly.
Our Commitment
Topper has no hidden agenda or hidden costs; no proprietary products to promote. Advice is objective with the clients goals, needs and interests in mind. All fees are fully disclosed.
Tel: 714-276-0905
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