What is a Fiduciary Financial Advisor
ACap Advisors & Accountants is a financial advisor and CPA firm located in Los Angeles, California.
In this video, we cover:
1. What is a fiduciary financial advisor?
2. How do I know if my financial advisor is a fiduciary?
3. How does a fiduciary financial advisor get paid?
4. How to find a fiduciary financial advisor.
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Fiduciary Oath/Pledge
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Financial Advisor in Los Angeles, CA
CPA in Los Angeles, CA
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DISCLAIMER: THIS VIDEO IS FOR INFORMATIONAL PURPOSES ONLY AND SHOULD NOT BE CONSTRUED AS TAX, FINANCIAL, OR LEGAL ADVICE. EVERY PERSON’S SITUATION IS DIFFERENT AND YOU SHOULD CONSULT WITH YOUR OWN FINANCIAL AND TAX ADVISOR FOR ADVICE SPECIFIC TO YOUR SITUATION. COMMENTS ARE NOT REVIEWED
Пікірлер: 5
ACap will not respond to comments seeking tax or financial advice. Please consult a CPA or CFP who is familiar with your individual circumstances.
Spot on! I would perhaps add that most Fiduciaries are dually registered: both a Fiduciary AND a Broker, and they can switch at will. A TRUE fiduciary (only abt 2% of the 310,000 "advisors" in the US) is obligated by law to help clients get the best bang for their buck, the other advisors/brokers (98%) are not. Given two identical investments available, but one has 2% more fees (often hidden), a true fiduciary must recommend the one with the lower fees because that provides clients 2% higher returns which in turn can mean twice as much in retirement. A TRUE Fiduciary with real acumen is your best choice every time!
Thank you God bless you
Great explanation
@ACapReCap
2 жыл бұрын
Thank you.