What is a True Fiduciary™?

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

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