The Fiduciary Standard
At Andersen Wealth Management, our advisors are
fiduciaries who operate under a fee-based platform.
We specialize in retirement and income planning for retired individuals and those within five to 10 years of retirement.
An advisor operating under the fiduciary standard must present, by law, the “best advice” he/she can give, taking into consideration the needs, wants and objectives of the individual. The client’s needs and personal objectives must come first. Typically, most fiduciary advisors are paid a quarterly fee calculated as a percentage of the assets for which they are providing advisory services (not commissions). Only approximately 15 percent of advisors fall under the fiduciary standard.
Schedule a no-obligation financial review with one of our Licensed Fiduciary Advisors
Planning for your retirement can be daunting, but with the help of a fiduciary financial advisor, the journey can be positive and help to restore your confidence in your financial future. Get started today by scheduling a meeting with one of our experienced advisors.
Complete the form below and a member of our team will reach out to you promptly.
