To give us an idea of the overall feeling of your brand, let us know which styles you lean towards
Our company is trying to approach the client advisor relationship with more transparency. We will be charging a flat fee vs. a percentage of investments. We will also be providing all services to all clients which is not something all wealth management firms do. Its not really a tagline or slogan, but our philosophy is rooted in being fair and transparent. If that is something that could be implemented within the design that would be great.