FIDUCIARY OATH
Comprehensive Money Management is an independent financial advisory firm. We 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 we will never accept compensation contingent on the purchase or sale of a financial product.
We are fiduciaries. We put your interests ahead of our own 100% of the time.
We will always exercise our best efforts to act in good faith and in the best interests of the client. The adviser shall provide written disclosure to the client prior to the engagement of the adviser, 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 adviser.
We do not receive any compensation or other remuneration that is contingent on any client's purchase or sale of a financial product. The adviser 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
