Advisor 123
Advisor 123, based in Caledonia, MI, offers a cost-effective solution to traditional asset management, providing advisors with low-cost, rules-based portfolios and the ability to create custom models and strategies. Their services are designed to support advisors in navigating the evolving investment landscape while maintaining affordable costs for their clients.
With a team of experienced investment professionals, Advisor 123 focuses on enhancing advisory practices through holistic portfolio offerings, effective communication tools, and tailored coaching support. By utilizing a flat-fee model and low-cost ETFs, they empower advisors to deliver quality financial advice without compromising on service or increasing expenses.
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