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With A Fiduciary, Your Interests Come First
Our Responsibility In Serving You Is Clear
At CPIA, we embrace our role as a fiduciary, a responsibility that means we must always act with your best interest in mind. As a fiduciary, we are different from traditional personal financial advisors who are brokers. It’s a distinction we are proud of because it benefits you.
- Unlike a broker, we are not licensed to sell you securities and we are not salespeople.
- We are a Registered Investment Adviser and only sell you our services.
- You need not worry about hidden fees or a hidden agenda because, as an RIA, we are required by law to fully disclose any conflicts of interests we have in serving you.
- We earn our fee not by charging you commissions on securities trades like stockbrokers, but by levying a fee for ongoing money management.
- You avoid the conflict of interest that arises when a broker receives better commissions by selling you one product instead of another or makes money by making more trades in your account.
- As a fee-only financial advisory firm, we do not accept fees from third-party product providers.
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©2010 Clark Planning & Investment Advisory. All rights reserved.
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