Higher standard – Compare our fiduciary standard to the ‘suitability standard’ to which non-RIA advisory brokers are held. Advisory brokers are not specifically required to place your interests ahead of their own, but rather merely recommend financial products that are reasonably suitable for you. Under this scenario brokers can recommend one product over another if it pays them more, as long as both meet the definition of being suitable for you.
Fee transparency – We are a fee-only wealth management firm. What does that mean? It means we have clearly-disclosed fees for our services. These fees are our sole source of revenue – no commissions, no hidden fees, no other arrangements.
Pure relationship – The essence of our business model is to align our interests with yours, transparently. We succeed only if we help you succeed. We specifically choose to be an RIA wealth manager because we feel it is the cleanest, purest way to deliver financial advice.