The Fiduciary Difference
- There are approximately 310,000 Financial Advisers in the U.S. and only 1.6% are Registered Investment Advisers (source: Fidelity Institutional)
- We have a legal obligation (fiduciary duty) to provide financial advice that is in your best interest
- Our recommendations take into consideration your entire financial picture not just the funds invested with us
- We are a fee-only firm and we do not accept commissions from our investment recommendations