At PagnatoKarp, our focus is squarely on transparency. For CEO Founders, entrepreneurs, wealth creators and ultra-high-net-worth families, TRANSPARENCY is a tremendously important key to earning TRUST. Through our commitment to openness, integrity and safety, we strive to gain your trust and to help provide you with peace of mind.>
PagnatoKarp's Journey to Transparency is very clear. Listen to our STORY here:
What is True Fiduciary®
We created True Fiduciary® standards to promote transparency for every family we serve, as well as more broadly across the financial industry. What do you gain in return? Transparency on fees, costs, revenue, investments, options, processes, disclosures, and reporting. Transparency Changes Everything!!
True Fiduciary® Standards:
- Embrace the Legal Fiduciary Obligation to Place Clients’ Interests First.
- Deliver Comprehensive Financial Planning.
- Provide Fee-Only Advice.
- Do Not Accept Commissions.
- Receive Only One Source of Revenue: Client Fees.
- Provide Transparency on Portfolios and Investments.
- Remain Independent from any Bank, Broker Dealer, Insurance, or Custodian.
- Measure Client Performance Returns using Independent Third Parties.
- Do Not Create Products to Sell or Price Any Public Securities.
- Do Not Hold Any Client Assets, Securities, or Money.
PagnatoKarp's Massive Transformative Purpose (MTP) is to positively impact one million lives through True Fiduciary® standards of transparency.
We strive to meet our MTP in 3 ways:
- Helping families through True Fiduciary® Standards.
- Changing regulations that affect the financial industry.
- Educating the next generation, beginning with college students.
Transparency Changes Everything™
PagnatoKarp specializes in Intelligent Wealth Management™ for CEO Founders, entrepreneurs, wealth creators and ultra-high-net-worth families. With True Fiduciary® standards of transparency, your interests come first with a focus on asset protection, cash flow, and opportunities. PagnatoKarp's goal is to simplify and elevate your life so you have more time to spend on what matters to you most.