Fiduciary Standard of Care – At All Times

A fiduciary standard of care means a financial professional must act in their client’s best interest. It’s the sort of standard many expect to receive when they interact with a financial professional.

The term is used by financial professionals – at times, with a caveat. Some act on their client’s behalf some of the time, but might not while performing other job duties. The result can be confusing. Make sure you review a financial professional’s Form ADV to get a better handle on when your financial professional is acting as a fiduciary, and in what capacity.

Annex Wealth Management is a fee-only fiduciary, which means that we act in our clients’ best interests at all times. You can trust that your plan and investment decisions are determined client-centrically. To read Annex’s Form ADV, click here.