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How are our incentives aligned?


  • A RIA works in an unbiased paradigm where her incentives are aligned with that of the client unlike a distributor business model where commissions could guide the advice.

  • A Fee-Only Financial Planner avoids conflict of interest by earning nothing else from your investments, from any other source.

  • An RIA is not in the distribution business, and hence does not receive any commission.

  • An RIA will focus on understanding client goals and come up with a financial plan to meet realistic goals using products suitable to fulfill those goals.

  • An RIA will generally suggest a Direct Plan over a Regular plan to minimize the cost of the investment.

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