Self Directed Investors
Are you a Busy Professional with little time?
You are building your career and working hard, perhaps while also raising an active family. With all your commitments, you don’t have enough time to devote to investing. Self-Directed Plus+ is meant for professionals like you. It keeps you in control, and lets you decide if and when to involve our team of professionals. Plus, if ‘life happens’ – such as illness or divorce – Self-Directed Plus+ and our team of advisors can be there for you and your loved ones during life’s challenges.
Over the years, you have made smart financial decisions to make things easier for your spouse and your family. You have successfully managed your investments, and even hit a few home runs along the way. You have also seen friends dealing with changes such as declining health. Self-Directed Plus+ uniquely allows you to continue managing your own investments, while also starting a relationship with fiduciary advisors who can help when the time is right or the need arises.
Are you a Smart Retiree who plans ahead?
The Benefits of Self-Directed Plus+
- >20 years of advisor experience
- Complimentary Wealth Management Plan using industry leading client-centered web-based financial planning & retirement planning software
- Assess your investment & brokerage fees from advisory fees to sales loads
- Collaborative review of your existing investments or ideas
- Recommend an asset allocation for you
- Screening tools for stocks, ETFs and mutual funds via Charles Schwab
- Research insights through Charles Schwab
- Over 200 commission-free ETFs from 16 leading providers
- Thousands of no-load and no transaction fees funds
- Low cost brokerage
- Fee-only – not paid commissions
- Transparent, quarterly billing
- A competitive fee schedule; 0.20% – 0.40%/year for clients >$1,000,000
Investment advisory representatives offer advisory services as Northern Virginia Wealth Management, LLC (“NVWM”), while affiliated with NobleBridge Wealth™ Management, LLC (“NBWM”), pursuant to a client investment advisory agreement. Additional information about NobleBridge Wealth Management, LLC and its representatives is also available at adviserinfo.sec.gov.
The information in this website has not been approved or verified by the United States Securities and Exchange Commission (SEC) or by any state securities authority. NobleBridge Wealth Management, LLC is a registered investment adviser. Registration of an Investment Adviser does not imply any level of skill or training. The oral and written communications of an Adviser provide you with information about which you determine to hire or retain an Adviser.
The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. NobleBridge Wealth™ and its advisory representatives may only conduct business with residents of the states for which they are properly registered or may be operating under a de minimis rule. Neither Northern Virginia Wealth Management and/or NobleBridge Wealth™ and its advisory professionals render tax or legal advice. Please consult your tax and legal advisors for advice concerning your individual circumstances.
NobleBridge Wealth™ and Northern Virginia Wealth Management are not owned by or affiliated with Charles Schwab & Co., Inc., and its personnel are not employees or agents of Schwab. This website and our independent relationships is not a referral to, endorsement or recommendation of, or testimonial for the advisor or client with respect to its investment advisory or other services. Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned by, affiliated with, or supervised by Schwab. ©Charles Schwab & Co., Inc. (“Schwab”). All rights reserved. Member SIPC.
Interactive Brokers LLC is a registered Broker-Dealer, Futures Commission Merchant and Forex Dealer Member, regulated by the U.S. Securities and Exchange Commission (SEC), the Commodity Futures Trading Commission (CFTC) and the National Futures Association (NFA), and is a member of the Financial Industry Regulatory Authority (FINRA) and several other self-regulatory organizations. Interactive Brokers does not endorse or recommend any introducing brokers, third-party financial advisors or hedge funds, including NobleBridge Wealth Management LLC. Interactive Brokers provides execution and clearing services to customers. None of the information contained herein constitutes a recommendation, offer, or solicitation of an offer by Interactive Brokers to buy, sell or hold any security, financial product or instrument or to engage in any specific investment strategy. Interactive Brokers makes no representation and assumes no liability to the accuracy or completeness of the information provided on this website. For more information regarding Interactive Brokers, please visit www.interactivebrokers.com.
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