Chart Advisors, Inc. provides expert accounting services for small business and individuals in Lambertville, MI and the Toledo, OH area. Our clients know that when you come to us, you get personal, professional service that can improve your bottom line in a timely fashion.

Securities laws recognize two types of providers

• Investment advisors, who are in the business of giving advice 
• Brokers,  who  are  in  the  business of buying and selling securities on behalf

          of customers.

Investment advisors are subject to a fiduciary duty. That means they have to put your interests ahead of theirs at all times by providing advice and recommending investments that they view as being the best for you. As a Registered Investment Advisor Representative, we generally charge a fee. The fee doesn’t change based on what type of investment product is

right for you.

Brokers are generally not considered to have a fiduciary duty to customers. Brokers usually get paid by making a transaction for you. They are not required to provide up-front disclosure of the type provided by investment advisors.

Through Sigma Planning Corporation, we manage your finances with a simple, easy to understand, quarterly fee, no matter what investments are used. We believe this eliminates many conflicts of interest. NO upfront costs, NO costly “back–end commissions” to withdraw from your account, NO transactions costs charged to you, as agreed upon in our contract. It’s just a better way of doing business. Rather than charging commissions every time you need to “move” you money or even make a withdrawal. We simply charge a quarterly fee, based on your account value. If you do well, we get a raise. If your account performs poorly, we feel the financial pain right along with you.

Call us for a free, no obligation, consultation. Then you decide if you would rather work with a Registered Investment Advisor Representative or a sales person.

Learn more about our services at chartadvisors.com, or learn about our insurance agency at insured4life.com.

Contact Chart Advisors, Inc. today at 734-393-4050 to schedule your appointment, or browse our website for more information about our tax services or employee benefits services.

*Securities offered through Sigma Financial Corporation, Member FINRA/SIPC Investment Advisory Services offered through Sigma Planning Corporation.