| perience was positive overall. The advisor and | | | | My assumption about The Mutual Fund Store® |
| office staff were consistently knowledgeable, | | | | was that it was an easy-to-use advisory firm |
| professional, and courteous. The meeting began | | | | aimed at the average Joe; my experience was |
| with the advisor giving a clear description on HOW | | | | close to that. The Mutual Fund Store’s |
| investing with The Mutual Fund Store® worked. | | | | fee-based advisory price structure and use of |
| She said the services offered by TMFS were risk | | | | no-load mutual funds were straightforward and |
| analysis, investment plan formulation, | | | | appealing. Its enrollment process and paperwork |
| implementation, and quarterly and annual account | | | | seemed on par with other brokerage firms in my |
| monitoring. | | | | experience - not shorter or simpler. It did not |
| The advisor said convenience is the | | | | seem overtly aimed at individuals with fewer |
| company’s main value proposition. At the | | | | assets to invest in mutual funds or any other |
| end of the meeting, she said The Mutual Fund | | | | type of securities. |
| Store’s purpose is to serve customers | | | | Editor’s Note: The author was |
| who don’t have the time, desire or | | | | compensated by Gregory FCA Communications |
| knowledge to do it themselves. | | | | for conducting this research and issuing the report. |