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BOOSTER FUNDS Deposit
Rating Index
Pros
Strong regulatory compliance with no disciplinary alerts, indicating a trustworthy operation.
Diverse range of investment advisory services, including financial planning and portfolio management.
High average client balance suggests a level of satisfaction and trust among clients.
Cons
Potential conflicts of interest related to performance-based fees and 12b-1 fees that could impact client outcomes.
Limited geographical coverage, serving only three states, which may restrict access for potential clients elsewhere.
A relatively high advisor-to-client ratio, which might affect the level of personalized attention clients receive.
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