Offers a wide range of financial advisory services including investment, tax, and estate planning.

No reported disciplinary alerts, indicating a clean regulatory history.

Strong advisor-to-client ratio, allowing for personalized attention and tailored financial strategies.

Potential conflicts of interest due to performance-based fees and proprietary products.

Limited transparency regarding specific fees and pricing models, which may lead to confusion for clients.

The firm may have incentives to promote certain mutual funds due to 12b-1 fees, potentially impacting the objectivity of recommendations.