Working with an Independent Fiduciary

"Loyal to clients, not to companies."

Does it benefit you to work with an independent fiduciary?

Ethical and Legal Obligation

Working with an independent fiduciary is the sole way that you can ensure that you are receiving the advice that best fits you and your specific needs. Because an independent fiduciary does not work for one, designated company; they are able to provide advice and guidance without bias. This allows for your financial professional to help you reach your financial goals by leveraging every investment and product option that will safely and effectively meet your financial objectives. As a fiduciary, there is not only an ethical but a legal obligation to do what is truly best for the client. This eliminates both company and compensation bias that you will see with other financial professionals become a victim to in this industry that the clients ultimately pay for.

Fee Transparency

As a fiduciary, fees are simple and very open for the client's understanding. There are no hidden fees or transaction costs. Compensation and fee structure is optimal to achieving financial success and it is imperative that the any client using financial services are aware of how their advisor gets compensated.

Personalized Advice

As previously mentioned, because an independent fiduciary does not represent one investment company or financial institution this provides the opportunity for personalized goal planning. This allows the fiduciary to learn your goals, objectives, perspective of money, and all the other factors that it takes to meet your effectively and ethically meet your goals. When you use a financial professional that works for a single company then you run the risk of being put into a cookie cutter portfolio. Also, you could potentially be placed into an investment/product that may not be best for you but simply just the only route that the company has to provide. By utilizing an independent fiduciary then you receive then benefit but a unique and customized plan that is tailor made to your individual needs. No one's plans or route to financial success is the same. Why should you settle for a "one size fits all" type of financial plan?

Written By: Eli Howard

Get a weekly roundup of our market insights

Sign up for our weekly e-mail newsletter.

Our Services

• Wealth Preservation
• Sophisticated Investing
• Volatility Protection
• Estate Planning
• Tax Planning
• Insurance
• Business Planning

The Intelligent Retirement Book

Download our comprehensive guide to planning your financial future.

Recent Posts