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Fee Only
As fee-only financial advisors, we sell no products and receive no commissions or other compensation from any third parties such as insurance companies or mutual funds. Our clients can rely on advice that is objective and solely serves their best interests. Working with a fee-only advisor ensures that you get objective financial advice without the conflicts of interest that may exist for commission brokers and insurance agents.
Our clients may choose to work with us in one of two fee-only arrangements:
- Fee for service: Clients who need financial planning services to help them reach their goals may find financial planning services on an hourly or project basis to be the best fit for their needs. Depending on your needs, these services may be comprehensive in nature, or focus on one or two specific financial planning objectives. Regardless of your financial planning concerns and questions, these services can be tailored to provide you with financial planning advice and recommendations that will suit your situation and needs.
- Investment management: For clients who desire the peace of mind of professional investment management, MFA will manage your investment portfolio. Our fees for this service are based on a percentage of the assets under management. We develop a personalized investment plan, with an emphasis on understanding your goals over time for your investments, your comfort level for various types of investments, and developing a portfolio that reduces both the risk and expenses of your investments while helping you to build your wealth. Financial planning services are included in this fee at no additional cost.
As a member of the National Association of Personal Financial Advisors (NAPFA), we are committed to acting as a fiduciary for our clients.
NAPFA Fiduciary Oath
The advisor shall exercise his/her best efforts to act in good faith and in the best interests of the client. The advisor shall provide written disclosure to the client prior to the engagement of the advisor, and thereafter throughout the term of the engagement, of any conflicts of interest, which will or reasonably may compromise the impartiality or independence of the advisor.
The advisor, or any party in which the advisor has a financial interest, does not receive any compensation or other remuneration that is contingent on any client's purchase or sale of a financial product. The advisor does not receive a fee or other compensation from another party based on the referral of a client or the client's business.
When an advisor acts in a fiduciary capacity, that advisor is legally obligated to maintain an allegiance of confidentiality, trust, loyalty, disclosure, obedience and accounting to his or her clients.
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©2010 Moore Financial Advisors, Ltd. All rights reserved.
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