Importance of Working with a Fiduciary
Professional Guidance for Our Clients
Comprehensive approach to financial planning through prudent, customized and unconflicted recommendations
Unfortunately, comprehensive financial planning is a promise many so-called advisors talk about but few can reliably deliver. Increasingly, the favored choice is the independent, fee-based registered investment advisor.
The Trend Towards the Fee-Based Model
Investors understand the importance of working with a fiduciary using a fee-based structure.
Many financial-service companies aren’t ready to abandon their commission-based sales model or commit wholeheartedly to the fiduciary standard.
The movement to fee-based advisors is redefining the way investment advice is delivered and what consumers expect from their financial advisers.
Triton Financial has always provided our clients with the peace of mind that their best interests are being considered 100% of the time. This is our top and unwavering business principle. We are a fee-based, independent financial advisory firm providing professional guidance for our clients in all areas of personal and business finance.
Fee-based or Commission-based: You Decide
Work with a Fiduciary
Do I want an advisor who is legally obligated to act in my best interests at all times? If so, is the advisor willing to put that in writing? Anyone who purports to uphold a fiduciary standard should be willing to stand behind that claim.
Disclose conflict of Interest
Do I want my advisor to disclose all potential conflicts of interest? A fiduciary should be willing to disclose any relationship, compensation, incentive or other factor that potentially could interfere with his or her ability to act in your best interests.
Compensation Model
How do I want my advisor to be compensated? Ask if the advisor receives commissions, referral fees or other financial incentives. Some advisors tout themselves as “fee-based,” but also accept other payments that could influence their recommendations.
