Fee based advice is the most transparent approach to working with clients. One of the many benefits of fee based advice is that clients pay no commissions and avoid the common conflicts of interests that often exist when working with brokers and so-called advisors.
As fiduciaries, our focus is on serving our clients best interest at all times versus simply selling "suitable" investments. The traditional industry standard is focused on creating and selling products, which can lead to higher commissions and fees.
We firmly believe a fee-based relationship is the best way to have a mutually beneficial relationship with an advisor because it aligns us with your goals.
Give us a call at (888) 872-8898 for a no-obligation second opinion.
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