Finer & Finer CPA’s has an agreement with Morgan Stanley Smith Barney (MSSB) to find and refer potential clients to MSSB for investment advisory programs and services. Finer & Finer CPA’s does not provide investment advice directly. Instead, they connect individuals with MSSB financial advisors who then tailor investment advice to the client's needs.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Finer & Finer CPA’s does not manage assets directly. They receive a portion of the advisory fee that Morgan Stanley Smith Barney (MSSB) charges clients they refer. The fee is 25% of what MSSB credits to the Financial Advisor, after deducting fees paid to third-party investment managers and internal management expenses.
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