Michael and Logan are Fiduciaries for all of their clients. But what exactly does that mean? A fiduciary is someone who acts and puts their clients interests ahead of their own. Fiduciaries are legally bound to act in this capacity.
At IntelliVest Wealth Management, Michael and Logan take the responsibility of being a Fiduciary seriously to maintain trust with their clients.
Why is a Fiduciary Relationship is Important?
Having your Financial Advisor as a Fiduciary is incredibly important. This is the distinction that can make sure that your advisor is working in your best interest or his/hers.
Please know that not all Financial Advisors are legally fiduciaries and just because they say they will act in your best interest does not mean they are legally bound to do so. Typically speaking large investment companies that take a commission or are listed as a “broker-dealer” are not fiduciaries.
At IntelliVest, we find that a fiduciary relationship is critical to how we do business. We want our clients to feel comfortable with our advisors so they know we are helping to build their financial goals appropriately.
Your Local Fiduciary.
Michael and Logan are fiduciaries for all of their clients across multiple different services. These services include:
- Fiduciary for Individual Retirement Accounts (IRAs)
- Fiduciary for Investment Trusts
- Fiduciary for Investment Accounts for individuals and businesses
If you are interested in learning more about IntelliVest Wealth Management, feel free to give us a call or send us an email here!