Fee-only advisors are paid solely by their clients and don’t earn commissions on product recommendations, which may help reduce a potential conflict of interest. Advisors who earn commissions may face incentives that differ from those of fee-based or fee-only advisors. While no compensation model eliminates all potential conflicts, fee-based and fee-only arrangements may reduce incentives tied directly to product sales.
We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.
