Private Wealth Management Group
(800) 585-9888
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Does your advisor's paycheck depend upon what you invest in?
 
Know your Fee-Only Fiduciary option. 
 
FROM THE US DEPARTMENT OF LABOR
 
"While many investors think that their financial adviser already is required to act in their best interest - like their doctor or their lawyer - the law hasn’t always required it.  Financial companies often pay advisers more to promote certain products rather than to recommend what is best for their customers. That incentive creates what is known as a conflict of interest. And conflicts of interests sometimes can cause advisers to give bad advice."
 
Industry regulators permit this conflict of interest when advisors provide written disclosure. At FirsTrust, we believe this conflict of interest should simply be eliminated
 

 

Do you know exactly what you are paying?

Insist upon full disclosure!

Our Investment Management annual fees range between 0.40% and 0.85% of the investment assets under our management.

Our financial, tax, trust & estate planning annual fees range between 0.05% and 0.25% of the investment assets under our management. 

As a "FEE-ONLY" firm, our compensation only comes from client-paid fees; not third party sales incentives, transaction fees, sales commissions, revenue-sharing, kick-backs, yield spreads, or other forms of third party compensation, gifts or gratuities.  

 

FirsTrust is proud to be one of America's Elite

Fee-Only Registered Financial Advisor firms.

 

Download File (NAPFA Consumer Guide to Selecting a Financial Advisor.pdf)