As a fiduciary advisor, we are legally bound to put clients’ interest ahead of our own. That’s very different from most advisors, who operate under much looser regulatory standards that allow serious conflicts of interest.
Our compensation model helps to ensure that we live up to our conflict-free standard. We don’t earn sales commissions when our clients buy investments; rather we earn a fixed, pre-agreed fee. As a result, we don’t face temptation to recommend an investment based on what we stand to gain by doing so. And our fee approach also frees us to focus on clients’ wide range of financial needs, not just their investments.