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; as well as 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

Questions? Rick Durkee is an investment advisor and a fiduciary. Call (843) 735-5065 or click here to schedule a no obligation initial consultation.

 


 
 
Content