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what the fiduciary standard means for you

THE FIDUCIARY STANDARD IS MORE THAN WORDS.  

IT'S THE HIGHEST STANDARD OF CLIENT CARE.  IT MEANS always ACTING IN YOUR BEST INTEREST, and PUTTING YOUr needs FIRST. 

Now, isn't that what you want?

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Why Investors Need a Real Fiduciary™ Advisor

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:

  • Act as a loyal fiduciary at all times.
  • Avoid conflicts if at all possible — and only accept compensation from clients.  
  • Disclose and explain the actual fees the clients pay and the firm makes.

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

1.  Thefiduciaryinstitute.org

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historic common sense

why the fiduciary standard is more important today than any other time in history

Loyalty

Fiduciary advisors are independent and unbiased. They are only compensated by their clients.

Transparency

Fees and expenses are disclosed prior to your engagement so there are no surprises or "sticker shock".

Ethical

Fiduciary Advisors are held to the highest ethical standard.  Click here for a copy of the Fiduciary Code of Ethics.

Prudence

Decisions and recommendations are made with your best interest at heart, free of conflicts of interest.


Still have questions about how a Fiduciary Advisor can help you?

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