An Invitation from Don McDonald

Up to now most small investors were on their own, or even worse, ended up as the prey of small brokers and insurance agents charging BIG fees. For those wanting to build a better financial future it was sink or swim - well, at least until their portfolios reached $100,000 - or more often $500,000 or more - making them worthy of financial advisors attention. Even brokerage firms like Merrill Lynch don’t seem to want small investors, given the fact that they recently cut brokers pay on accounts worth less than $250,000.

Even our own investment advisory firm, Vestory, has a $100,000 minimum - a figure that is still quite low among fee-only investment advisors. There are some sound business reasons for high investment minimums - especially when a firm does not collect hefty commissions on the products being sold. That is why most small investors end up working with fee-based advisors, brokers, and insurance agents.

These "advisors" collect commissions when they sell products and very rarely provide ongoing financial advice and counsel (except when it's time to sell you something new). Where a firm like Vestory collects $800 per year to manage a $100,000 portfolio, commissioned salespeople can collect $800 - up front - on a mere $10,000 "investment" in some annuity products, non-publicly traded REITs, and other hidden cost products. Smaller, beginning investors wanting real investing advice and guidance have been stuck paying too much and getting too little.

Well, that is about to change. This spring, Vestory will launch a first of it’s kind service for investors who don’t yet have $100,000+ in their portfolio. Soon, everyone will have the opportunity to work with a fee-only advisor and to get the real investing education that has eluded so many and led to horrible financial mistakes.

We would like to help us launch this new way to build wealth. Just fill out this form and you will be among the first to experience VestoryOne - a real investing education and information portal. There is no cost or obligation. We want your help building this revolutionary investing advice and education service. As a thank you for your help, we will send you a voucher good for 50% off your first year’s membership, should you decide to join when the site opens to the rest of the country. That’s an offer we will never make again. Let me personally introduce you to this new service when it premieres in spring 2012. It’s time for everyone, rich or poor, to be able to invest right from the start. Just fill out the form at the right to join the VestoryOne launch team.

Oh, and please be aware that we will NEVER sell or even give your name to anyone outside of Vestory.