Fiduciary vs. Broker

Choosing an Advisor to manage your Wealth is one of the most important decisions that you can make. It is a decision that will affect many decades of your life and centuries for your heirs, beneficiaries, and charities.

Therefore, it is crucial to work with a firm you can trust - one which is dedicated to understanding and addressing your Specific Individual Goals and Needs. Before you make a decision of which firm to use, watch this video, and learn what the differences are between Fiduciaries and Brokers.

A Fiduciary is someone who has a  legal obligation to act on another's best interest. A Broker is someone who facilitates a financial transaction between two parties, often receiving a one time commission for their services.

Fiduciaries vs. Brokers

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