Fiduciaries vs. Brokers?

Choosing an Advisor to manage your Wealth is one of the most important decisions that you can make. It is a decision that will affect many decades of your life; as well as, centuries for your heirs, beneficiaries and charities.

Therefore, it is crucial to work with a firm you can trust – one which is dedicated to understanding and addressing your Specific Individual Goals and Needs.

Before you make a decision of which firm to use, watch this video, and learn what the differences are between Fiduciaries and Brokers.

Fiduciary
is someone who has a  legal obligation to act on another’s best interest.

Broker
is someone who facilitates a financial transaction between two parties, often receiving a one time commission for their services.

Fiduciaries vs. Brokers

Is a Brand-Name or an Independent Advisor Best for You?

You've undoubtedly seen the advertising for the big Wall Street firms. You know their names and their brands, and they appear to have experts who can help you. Seems low-risk to hire one, doesn't it?


But what's not clear in all the advertising is how their business models really work.

  1. 1
    Learn about the 'conflicted advice' coming from these firms that costs Americans an estimated $17 billion each year.
  2. 2
    Learn why their business models may benefit their shareholders, but may be detrimental to you.
  3. 3
    Understand the key differences between independent advisors and those who work for these big brand-name brokers.