Is Your Advisor Working For You?

 

Is your advisor a true fiduciary? This week we discuss what it means to have a fiduciary advisor working for you vs. working with someone who is a “captive” advisor that is employed by a publicly traded company - required to “maximize shareholder value”. Listen in on our conversation to understand the difference between the “Fiduciary Standard” vs. the “Suitability Standard”.

 

Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Roadmap Financial Consulting, LLC. Securities transactions for Horter Investment Management clients are placed through AXOS Advisor Services, TD Ameritrade, and Nationwide Advisory Solutions.