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Fiduciary Role

At Andersen Wealth Management, our advisors are fiduciaries who operate under a fee-based platform.

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.

Yes, these two standards actually exist. Wouldn’t you have thought that any financial professional should be required to act on behalf of the client’s best interests? Technically, your broker or suitability advisor doesn’t have to worry about you as much as you thought.

Schedule a no-obligation financial review with Andersen Wealth Management

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 Michael Andersen, President and CEO of Andersen Wealth Management.

Complete the form below and a member of our team will reach out to you promptly.