fee-only wealTh advisor
Cauble & Harre Wealth Management is a fee-only wealth management firm providing financial planning, investment management, and investment oversight and consulting services. Our mission is to make a positive impact in the quality of our clients’ lives by making their financial position as secure as possible, thereby increasing their peace of mind.
what is a fee-only wealth advisor?
A fee-only wealth advisor is a financial professional who is compensated solely by their clients, typically through a fee based on a percentage of assets under management (AUM), hourly fees, or a retainer fee. Fee-only advisors do not accept commissions from the sale of financial products, which means that they are not incentivized to recommend products or services that are not in their clients’ best interests.
advantages of fee-only wealth advisors
There are several advantages to working with a fee-only wealth advisor, including:
Fiduciary duty:
Fee-only wealth advisors are held to a fiduciary duty, which means that they are legally obligated to act in their clients’ best interests. This means that they are not allowed to put their own financial interests ahead of their clients’.
Transparency:
Fee-only wealth advisors typically have a transparent fee structure, which means that clients know exactly how much they are paying for services. This can help clients to budget for financial advice and to make sure that they are getting good value for their money.
Unbiased advice:
Fee-only wealth advisors are not incentivized to recommend products or services that pay them commissions. This means that they are more likely to provide unbiased advice that is tailored to their clients’ individual needs and goals.
advantages of cauble & harre wealth management as fee-only wealth advisors
Cauble & Harre Wealth Management is a fee-only wealth management firm that offers a variety of services, including financial planning, investment management, and investment oversight and consulting. Our firm is committed to providing our clients with unbiased advice and to helping them to pursue their financial goals.
Some of the advantages of working with Cauble & Harre Wealth Management as a fee-only wealth advisor include:
Experience:
Cauble & Harre Wealth Management is a team of experienced financial professionals who have a deep understanding of the financial markets. We are committed to providing our clients with the best possible advice.
Personalized service:
Cauble & Harre Wealth Management takes the time to get to know each client’s individual needs and goals. We then develop a customized financial plan that is designed to help you pursue your goals.
Comprehensive services:
Cauble & Harre Wealth Management offers a comprehensive range of financial services, which means that clients can get most of their financial needs met in one place.
If you are looking for a fee-only wealth advisor, Cauble & Harre Wealth Management is a great option to consider. We are committed to providing clients with unbiased advice and to helping them to achieve their financial goals. We welcome the opportunity to learn more about you. Call or contact us online today.
