Adult Center of Prescott - Event Center, Banquet Hall, Meeting Rooms, Conference Center, Weddings in Prescott

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"Are You Paying Your Investment Advisor Too Much?"

Event Date: Tue Jan 10, 2017

Event Time: 10:15 AM


FREE SEMINAR:  Tuesday, January 10, 2017, 10:15 am to 11:30 am, by Brandon Montoya, Financial Advisor, Montoya Wealth Management.

Join us as we discuss what the recent Department of Labor fiduciary ruling means for your portfolio, answering questions such as: “How do I know if my advisor is collecting excessive fees?” and “What  constitutes my advisor acting in my best interest?”

We’ll cover how the advisory world is adapting to the mandate that advisors act in their clients’ best interests and show you how to evaluate your portfolio to ensure your portfolio is performing as it should.



Coffee and refreshments will be served.


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