Your Fiduciary: As a registered Investment Advisor Firm, it is required of us to always act as our clients fiduciary. This means always putting our clients best interests first. This is in stark contrast to that of a Broker/Dealer relationship, as Broker/Dealers are required to make “suitable” recommendations versus always making recommendations that are in your best interest.
Transparent: Registered Investment Advisor Firms are required to always fully disclose fees and potential conflicts of interest to you the client. Our clients know exactly how much they pay for our services in a clearly spelled out written agreement – again in stark contrast to traditional Broker/Dealer representatives.
Fee Only: As a registered Investment Advisor Firm, we are compensated from fully disclosed fees, and accept no commissions or any other forms of third party compensation, thus eliminating any conflicts of interest. Again, as a Registered Investment Advisor Firm, we are always required to act in your best interest, and we can think of no better way than by refusing commissions and third party incentives that create conflicts of interest.
In addition to all of the above, we are:
Independent: We work for our clients, rather than representing a specific bank, investment or insurance company. We have no sales quotas, contests and pay no third parties. therefore we can offer our clients many, many more investment options at a much lower cost.
Are you ready to experience the fee-only difference? We are never paid commissions or referral fees, We do not sell products (Loaded Mutual Funds or “other products”) that are not in your best interest– you pay for our objective, unbiased advice and expertise, which aligns your goals with our goals – to grow your wealth. 518-431-9880.