In most EB-5 offerings, our broker dealer compensation is paid by the Regional Center/issuer from its own administrative/marketing budget.
We help you compare EB-5 projects across managers, disclose how we’re compensated, and support a best-interest process, without adding costs.
In most EB-5 offerings, our broker dealer compensation is paid by the Regional Center/issuer from its own administrative/marketing budget.
We do not add fees on top of your investment amount or administrative fee in the ordinary course.
If an exception applies in a specific offering, we will disclose it in writing before you make any decision.
We form a reasonable basis for any recommendation considering risks, costs, and your profile.
We identify and disclose material conflicts and compensation.
Private offerings involve risk; a best-interest process does not eliminate risk or assure outcomes.
Quick alignment on goals, residency timelines, and constraints. We gather info needed to evaluate fit under Reg BI.
Side-by-side comparisons of projects. Clarity on trade-offs in risk, timeline, and structure.
Clear compensation and conflicts disclosure in writing, before you decide.
We coordinate with your attorney and relay manager updates.
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