Fee-Only Fiduciary Financial Adviser
An important safeguard for investors with Fiduciary Wealth is the use of a third party custodian.
Client assets are held separately by an independent custodian.
Assets are held in the customer's name at Axos Advisor Services.
This is critical for customer protection. It assures independent accountability.
Clients receive independently verified statements on the value and status of their accounts.
An important safeguard for investors with Fiduciary Wealth is the use of a third party custodian.
Client assets are held separately by an independent custodian.
Assets are held in the customer's name at Axos Advisor Services.
This is critical for customer protection. It assures independent accountability.
Clients receive independently verified statements on the value and status of their accounts.
FIDUCIARY FINANCIAL ADVISER
Fiduciary Wealth is a Registered Investment Advisor.
Registered Investment Advisers differ from banks, brokers and insurance companies.
Registered Investment Advisers are fiduciaries.
This means they must place the interests of their clients first.
Banks, brokers and insurance companies often use commissions, bonuses, contests and sales quotas to motivate their employees.
This can lead to recommendations which not may not be in the best interests of the customer.
Fiduciaries are held to higher ethical standards, have greater responsibility and are more limited in compensation.
Fiduciary Wealth is not controlled by any broker, bank or insurance company.
Our only responsibility is to our clients.