Financial Services
Fiduciary vs. Suitability

What may be “suitable” to your situation may not always be the best solution for you personally.
Our firm adheres to the fiduciary model of disclosure and transparency.
It is important that you understand the difference between fiduciary & suitability to fully appreciate the level of care you receive from a trusted financial advisor.


Fiduciary vs. Suitability


Advisor
(The Fiduciary Standard):
Offers “best advice” taking into account the needs of each individual client
Is paid a quarterly fee calculated as a percentage of the assets under advisement


Broker
(The Suitability Standard):
Offers products for sale from a range of products carried by the company he or she represents.
Is paid commissions calculated as a percentage of the amount of money invested into the product
The fiduciary standard requires advice to be provided in the best interests of the client including the disclosure of possible conflicts of interest.


What Does it Mean to You?







Elevated Financial Management
manages assets for individuals and families, providing investment management, and financial planning services
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