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Sign Paperwork at our Upland office
We are transitioning from Global Financial Private Capital, LLC. to AE Wealth Management, LLC.
WHAT IS GLOBAL FINANCIAL PRIVATE CAPITAL, LLC.?
Simply put, GFPC is an independently owned, SEC Registered Investment Adviser (RIA) to help create and manage your investment account(s) with Fidelity Investments.
AE Wealth Management does the same thing GFPC does.
WHAT IS AE WEALTH MANAGEMENT?
IF THEY DO THE SAME THING, WHY SWITCH?
As your financial advisor, it is my role to continually review our investment and technology platforms to ensure that I am providing you with superior offerings. Over recent months, I have been interviewing and conducting due diligence on a number of firms to ensure my current relationships were truly the best fit for my clients. I do not take these decisions lightly, but I believe AEWM better aligns with my firm’s long-term vision to provide the best possible experience for my clients.
WHAT DOES THIS CHANGE FOR ME?
Nothing! Your fees are staying the same, and your account will remain with Fidelity. We may also look at possible alternatives to the current investments you have in the future. There's no need to be concerned about this transition.
If you are unable to come to our office, please contact us to request to have your paperwork emailed or mailed.