Do You Know What You Are Being Charged?

Posted on December 15, 2015 · Posted in Fiduciary

You probably don’t.

At Shoreline Financial Advisors, it is very important that our clients and our potential clients know exactly how much our services cost. Our disclosure includes our fees, mutual fund fees that third party managers charge and possible transaction fees that the custodian may charge. That is why our Fiduciary Contract states:

“We will fully disclose and be completely transparent concerning our fees and the total fees and costs you pay for the receipt of investment and financial advice. We will ensure that the total fees and costs you pay are reasonable.”

As an Independent Registered Investment Advisor, we search to find the best investment choices at the lowest cost and monitor the industry to make sure our costs remain highly competitive and in the best interest of our clients.

We will do a free no obligation account or annuity evaluation to help you figure out your total fees.

So when you reach that point when you want to think about where you want to be down the road, we are ready to have a meaningful conversation about your goals and how you can get there.

Let’s talk. Give us a call or click below.

203-458-6800

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