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What Is a Fiduciary?

November 28, 2022 by Bautis Financial

The suitability requirement versus fiduciary duty... here's one of the considerations when finding a financial advisor.

It can be challenging to find a financial advisor, because not all advisors offer the same services… that is because legally, some have to serve their firm interest above yours. The advice they provide must meet a low standard of service called “suitability.”

On the other hand, a “Fiduciary” is required to put your interests above their own. A Fiduciary advisor works hard to ensure analysis is thorough and avoids conflicts of interest.

Related: Do You Think You Need a Financial Advisor? Start Here

Before you meet an advisor, determine if they meet the suitability or Fiduciary standard.

If you, or someone you know, wants a team that places your financial interest FIRST, contact us.

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Category: VideosTag: Fiduciary, Fiduciary Standard, Financial Advisor
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Montclair, NJ 07042
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    • Agent of Wealth
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    • Our Approach
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    • Our Difference
  • Who We Work With
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    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
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    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
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    • Orion

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