Advantages

Bleidorn Tax and Investment Services, LLC’s unique structure as an independent Investment Advisor & Tax Preparer offers special advantages to clients: 

  • Objective, professional advice from an independent local CPA who invests his own money alongside client funds, not a large sales-based corporation owned by shareholders
  • Customized consulting (Investment Management & Advisory, Spreadsheet generation, Financial decision analysis, Tax Analysis & Return Preparation) from the owner of the firm every time, not sales staff
  • Freedom to select from a wide range of investment products to meet your needs, with no company biases due to compensation incentives for selling certain products.  The Client is the only one who compensates the Fee-Only advisor
  • Knowledge of Tax ramifications for investment transactions (Traditional Brokerage Accounts, IRAs, Roth IRAs, SIMPLE IRAs, Variable Annuities, 401(k), 457, 403(b) and other tax-favored accounts can be managed effectively), and the ability to handle individual tax returns in addition to investment management by the same CPA Advisor
  • Availability by phone, fax, e-mail, US mail or in person
  • Money Mentor emphasis stresses understanding & enabling clients to take more control of their financial lives, not keeping clients dependent and confused about the investment process as is common with many sales-based organizations
  • Lower fees of 1.00% of Assets Under Management for accounts of $50,000 or more, and hourly fee consulting services available for smaller customized projects.  The advisor receives no commissions for recommending certain products
  • With a lower cost structure of 1.00% of Assets Under Management, low-cost Mutual Funds available (many 0.15% to 0.50%) & trades of $7 for stocks, bonds, & Exchange Traded Funds and $17 for selected Mutual Funds and Exercise & Assignment of Option Contracts, I can usually manage your assets for about the same or a lower cost than many mutual fund fees alone, that do not provide access to individual advising by a CPA with Tax & Investment knowledge

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Give John a Call Today
For a Free Portfolio Review:
414-455-5287