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WHAT'S IN IT FOR YOU?
The fiduciary standard has been called “the highest standard under the law.” The Real Fiduciary™ Practices apply this rigorous law in basic practices. The practices are crafted to be understood by ordinary investors and written in plain language to describe what an advisor must do as a fiduciary. The practices have been developed by fiduciary advisors and endorsed by fiduciary experts.
Advisors who subscribe to the practices, Real Fiduciary™ Advisors, are unique. They voluntarily agree to do more for their clients than regulators and other standards require. How do they ‘do more’? They agree to more education and more transparency and clarity about what they do and what it costs you. For example, here are three commitments that are important to investors that Real Fiduciary™ Advisors put in writing. They will:
These tasks may appear simple enough but the fact is only about 5-10% of all advisors and brokers are allowed by their firms to commit to them in writing.¹
Fiduciary advisors are independent and unbiased. They are only compensated by their clients.
Fees and expenses are disclosed prior to your engagement so there are no surprises or "sticker shock".
Decisions and recommendations are made with your best interest at heart, free of conflicts of interest.