Fern Capital Inc. is a fee based Registered Investment Advisor. Why should that matter to you?
Being independent helps to eliminate the conflicts and pressures inherent in reporting to another institution. We are woman and employee owned, empowered to make the right decisions for each of our clients. Further, we do not take custody of your assets. client assets are held separately at an established, well recognized and qualified custodian.
Being fee-only lets you know exactly what you pay in fees with the calculation clearly shown on invoices. Our fees are competitive and based on the value of your assets, so we benefit as you do, from growing your investments. We do not accept commissions, trailers or referral fees that could bias our investment decisions.
Being a registered investment advisor means we are fiduciaries, required to put your interests ahead of our own. We are proud to say that we grow primarily through referrals from our existing clients.
"WHAT SEPARATES US FROM MOST ADVISORS IS THAT WE USE INDIVIDUAL SECURITIES, LEVERAGING OUR COLLECTIVE INVESTMENT KNOWLEDGE AND EXPERIENCE TO HELP YOU MEET YOUR UNIQUE OBJECTIVES IN A TAX- EFFICIENT MANNER. "
Ina Fernandez CPA, President and Founder, Fern Capital Inc.