As an independent fiduciary investment advisor I work with more traditional investment vehicles such as stock, bonds, mutual funds, and ETFs as well as some alternative investments, all within the context of fee-based managed money.
I do not receive commissions on investment trades or transactions, unlike a broker who might get paid when you buy ABC stock. In this case, if they recommend that you sell ABC stock to buy XYZ stock instead, you may wonder: “Are they only doing this to earn a commission on the trades?”
As a fiduciary, I am paid a set fee that is based upon the assets under management. I am not paid any more or any less if and when trades are made. You don’t ever have to worry about a conflict of interest.
The fee you pay is dependent upon the dollar amount invested and the strategies selected as a part of your portfolio and The Blueprint For Lifetime Income™. You will always know exactly what your fees are before you invest and you will be able to see the exact amount of your fees on your monthly statement.
In addition, you have full online access so you can view your account, statements, and transactions any time you like.