Los Angeles Fiduciary

LOS ANGELES FINANCIAL ADVISOR FIDUCIARY

Most investors don’t realize that there are two different standards among financial professionals. It seems reasonable to expect that all financial professionals would do what is in the best interests of their clients.

However, the law is clear — a fiduciary is required by law to act in a client’s best interests while non-fiduciary financial professionals are only required by law to abide by fair dealing standards.

Andrew holds the Accredited Investment Fiduciary® (AIF®) designation, and has a specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. 

  • FIVE QUESTIONS THAT WE ANSWER IN THE AFFIRMATIVE AS A FIDUCIARY
  • Will you put my best interests above all others?
  • Will you act with prudence; that is, with the skill, care, diligence and good judgment of a professional?
  • Will you provide conspicuous, full and fair disclosure of all important facts?
  • Will you avoid conflicts of interest whenever possible?
  • Will you fully disclose and fairly manage, in my favor, unavoidable conflicts?

* Required disclaimer: Fiduciaries are required by law to act in a client’s best interest. Bob and Andrew as investment advisor representatives work on a fee for service basis as fiduciaries.

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