Fiduciary Responsibility

Finding the right advisor is critical - you do not want a product pushing salesperson who you know has their commission check and not your future in their best interests.  Instead, you are looking for someone with a simple, clear, and understandable approach that is easily implemented, effective, and continuously monitored.

As Registered Investment Advisors, Addis and Hill has fiduciary responsibilities to our clients. This is a very stringent standard, one that very few professionals offering planning services can match. A financial advisor held to a fiduciary standard occupies a position of special trust and confidence with a client. As a fiduciary, the financial advisor is legally bound to act with undivided loyalty to the client. This includes disclosure of how the financial advisor is to be compensated and any corresponding conflicts of interest.

   
     SELECTING AN ADVISOR      

        Fiduciary Responsibility    

        For Your Protection

        NAPFA

Financial advisors can be paid through commissions generated from product sales, advisory fees only ( Fee-Only) or a combination of the two.  Addis & Hill is a Fee-Only planning organization. The only source of our fees we receive from our clients.  We do not receive any fees whatsoever from any other financial entity or institution.

               FINANCIAL ADVISOR CHECKLIST
               National Association of Personal Financial Advisors,
               Click here.