FIT Deposit

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

No disciplinary alerts, indicating a clean regulatory record and trustworthiness in their operations.

Diverse range of financial planning services, including investment, tax, and retirement planning, catering to various client needs.

Limited geographical reach, serving only six states, which may restrict access for potential clients in other areas.

Identified conflict alerts regarding 12b-1 fees, which could lead to higher costs for clients without guaranteed better returns.

Average client balance is relatively high, which may not be suitable for individuals seeking lower entry points for investment services.