Protect Your Wealth With a Fee-Only Fiduciary
Your financial future is too important to leave to a sales rep. The only way to know you’re in good hands is to work with a fiduciary.
Why A Fiduciary?
A Fiduciary Isn’t Like Any Other “Financial Advisor.”
Choosing between a fiduciary and a traditional broker is not just a matter of semantics; it’s a strategic move that can mall of the difference in safeguarding assets and maximizing returns. Our fiduciaries have:
An unwavering commitment to their clients best interests.
Transparent fee structures.
Holistic financial planning strategies.
Objective investment advice.
Adaptability to market changes.
Ongoing monitoring and communications.
A Home For Fiduciaries
Technology
FIDO provides advisors with powerful technology to help manage assets and serve their clients.
Asset Custody
As member of FIDO, advisors have a choice of custodians that house their clients accounts.
Compliance
Let’s face it, compliance is a pain! FIDO is here to help advisors with their compliance workload.
Why Join Fiduciary Organization?
Helping Better The Financial Advisor Profession.
Community.
Whether you are a solo advisor or a practice with multiple employees, having a support network of advisors who share the same values can be extremely valuable.
Flexibility.
Advisors need freedom to operate their business. FIDO helps by providing tools and resources that help reduce conflicts of interest.
By joining FIDO, you will become a true fiduciary and provide a simple, straight forward service to your clients. Less than 2% of all financial advisors are fee-only. With customers becoming more aware of fees, true fee-only advisors are in limited supply but high demand.
Featured On:
YAHOO FINANCE
BANKRATE
BLOOMBERG
INVESTOPEDIA
INVESTMENT NEWS
FINANCIAL PLANNING
SAVVYMONEY
SALON