What is a True Fiduciary™?

A True Fiduciary™ is an advisor who adheres to the following standards:

  1. Embrace the Legal Fiduciary Obligation to Place Clients’ Interests First.
  2. Deliver Comprehensive Financial Planning.
  3. Provide Fee-Only Advice.
  4. Do Not Accept Commissions.
  5. Receive Only One Source of Revenue: Client Fees.
  6. Provide Transparency on Portfolios and Investments.
  7. Remain Independent from any Bank, Broker Dealer, Insurance, or Custodian.
  8. Measure Client Performance Returns using Independent Third Parties.
  9. Do Not Create Products to Sell or Price Any Public Securities.
  10. Do Not Hold Any Client Assets, Securities, or Money.

Learn More About True Fiduciary™

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