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What is a Fiduciary?
A fiduciary is a person or organization that acts on behalf of another person or persons to manage assets. Essentially, a fiduciary owes to that other entity the duties of good faith and trust. The highest legal duty of one party to another, being a fiduciary requires being bound ethically to act in the other's best interests.
As your fiduciary advisors, we will:
Execute a management contract that clearly spells out our responsibility to you
Provide a written financial plan
Provide a detailed list of services
Provide a clear, graduated fee schedule
Avoid commission and unnecessary fees
Work to avoid conflicts of interest at all times
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