A complete list of active advisors currently associated with Replica Wealth Advisors Inc

Warmer can help you find a great advisor at Replica Wealth Advisors Inc or one who fits your needs even better.

Replica Wealth Advisors is a small independent advisory firm that provides financial planning, educational seminars and workshops, and access to investment management through third-party managers and sub-advisors for individuals, trusts, estates and business entities. The firm offers bundled planning reports and acts as a liaison to implement investment strategies rather than conducting in-house discretionary portfolio management for client accounts. The firm typically refers clients to registered third-party managers (TPMs) and sub-advisors, helps select or customize portfolios, and monitors those managers on an ongoing basis; sub-advisors execute trades and RWA retains the authority to hire or terminate them. Client objectives and any investment restrictions are documented and reviewed periodically, and the firm discloses that it receives referral fees from TPMs and provides ongoing account monitoring as part of that arrangement. Noteworthy characteristics include an affiliated insurance business: the firm’s principal operates an insurance practice and spends a significant portion of time selling insurance products, which the brochure discloses as a potential conflict of interest mitigated by disclosures and procedures. The firm also emphasizes educational outreach through seminars and reports, and its most recent filing shows its advisory assets are held primarily on a non-discretionary basis rather than managed directly by the firm.

To learn more about the advisors currently working at Replica Wealth Advisors Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.