Why fee-only advisors?

Fee-only advisors do not work for commission but rather earn a percentage of assets under management. This assures that your personal interests are served and that your advisor is not potentially swayed by any personal or corporate conflicts of interest.

Because Registered Investment Advisors are fiduciaries, they are held to the highest standards of professional integrity, conduct and competency. Please be advised that Brokers are not held to these same high standards. There are no hidden costs to worry about. In short, the fee-only arrangement offers investors the opportunity to get more service out of their money and insures that their interests are best aligned with those of their appointed Investment Advisor.

Representation is limited to fee-only advisors meeting these strict criteria:

From firms that are accredited and A+ rated by the Better Business Bureau^SM.
From firms where all principles have at least 20 years industry experience.
Firms that are not owned by a bank or an insurance company or who are compensated by selling financial products of any kind.

Be Certain Your Interests are Being Served First and Get Started Today!

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