Fiduciary Oath

Comprehensive Money Management Services LLC is a member of the National Association of Personal Financial Advisors (NAPFA), whose charter is to provide consumers and institutions with comprehensive and objective financial advice on a "fee-only" basis, keeping only the best interests of the client in mind. You can confident that CMMS will never accept compensation contingent on the purchase or sale of a financial product.

All NAPFA members are required to abide by the following fiduciary oath:

The NAPFA Member shall exercise his/her best efforts to act in good faith and in the best interests of the client. The advisor shall provide written disclosure to the client prior to the engagement of the advisor, and thereafter throughout the term of the engagement, of any conflicts of interest which will or reasonably may compromise the impartiality or independence of the advisor.

The NAPFA Member, or any party in which the advisor has a financial interest, does not receive any compensation or other remuneration that is contingent on any client's purchase or sale of a financial product. The advisor does not receive a fee or other compensation from another party based on the referral of a client or the client's business.


Focus on Fiduciary Videos

Video # 1 - Brokers vs. Advisors

Video # 2 - Professionals You Can Trust

Video # 3 - Fiduciary Standard

Contact Info

Comprehensive Money Management Services LLC
535 Vilabella Avenue
Coral Gables, FL 33146
Phone 305-662-7757
Fax 305-402-8409
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Map & Driving Directions

Disclosures

Comprehensive Money Management Services LLC (“CMMS”) is a Registered Investment Adviser located in Coral Gables, Florida. The firm is registered with the State of Florida Office of Financial Regulation. CMMS and its representatives are in compliance with the current filing requirements imposed upon Florida-registered investment advisers and by those states in which CMMS maintains clients.

Read more