How we get paid. What you should ask. And why it matters.

One of the hot words going around in the financial space is “fiduciary.”

Many investors are aware of this and know to ask.

Currently there isn’t much accountability when an advisor claims they are a fiduciary but, in reality, is not.

Asking about being a fiduciary is important, but you should also ask to see in writing how your advisor is paid.

Join us today as I pull back the curtain on financial advisor fee models and discover if your advisor is required to be a fiduciary:

Always,
Sometimes,
Or Never.