Anatomy of a Brokerage Account Statement

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There is a big difference in the type of relationship a fee-only advisor has with their clients versus a brokerage firm.  It’s simply called a Fiduciary duty.  As a fee-only planner there are no product sales, commissions or conflicts of interest.  There is TRANSPARENCY!

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Happy 15th Anniversary Kelly

We wanted to take a moment to celebrate a milestone here at Addis Hill – 15 years of dedicated service from Kelly Bashore! Kelly is now

Happy 15th Anniversary Kelly

We wanted to take a moment to celebrate a milestone here at Addis Hill – 15 years of dedicated service from Kelly Bashore! Kelly is now

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