Amrein Financial
Honest Disclosure of Financial Advice
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For the consumer, many financial advisers are compensated by
commissions that are earned through the solutions or products they
recommend. We believe that this method of compensation may cause a
conflict of interest for you, the client. This conflict could cause a
commissioned product being force to fit a problem rather than a
problem being solved by an objective answer.
Fee-only compensation helps you understand what
you are paying for.
We believe a fee-only compensation model helps our clients better
understand what they are paying for. It eliminates the worry the client
may have on a recommended solution with hidden charges. This
compensation model fits our financial disclosure and fiduciary
responsibility to our clients.
Other benefits of a fee only advisor or fiduciary are:
Congress is currently debating this issue for the financial service
industry. Under the new rules of the SEC an adviser is either a
fiduciary or not. If you do not use an adviser who is a fiduciary, you the
client, take on additional risk. This increase risk is created since the
adviser does not need to act in your best interest and you must
understand the recommendation. You need to ask that questions and
read the fine print of the disclosure statements.
Our independent advice allows us to be objective in the solutions we
provide to our clients. Along with the fee-only and fiduciary roles, we
believe that this process provides the best model for all consumers and
our clients such as:
commissions that are earned through the solutions or products they
recommend. We believe that this method of compensation may cause a
conflict of interest for you, the client. This conflict could cause a
commissioned product being force to fit a problem rather than a
problem being solved by an objective answer.
Fee-only compensation helps you understand what
you are paying for.
We believe a fee-only compensation model helps our clients better
understand what they are paying for. It eliminates the worry the client
may have on a recommended solution with hidden charges. This
compensation model fits our financial disclosure and fiduciary
responsibility to our clients.
Other benefits of a fee only advisor or fiduciary are:
- A fiduciary must meet a higher standard in matching your
financial needs with the proper recommendations. We must
consider your best interest. - A commissioned financial adviser or a registered representative
only needs to meet a suitability standard test.
Congress is currently debating this issue for the financial service
industry. Under the new rules of the SEC an adviser is either a
fiduciary or not. If you do not use an adviser who is a fiduciary, you the
client, take on additional risk. This increase risk is created since the
adviser does not need to act in your best interest and you must
understand the recommendation. You need to ask that questions and
read the fine print of the disclosure statements.
Our independent advice allows us to be objective in the solutions we
provide to our clients. Along with the fee-only and fiduciary roles, we
believe that this process provides the best model for all consumers and
our clients such as:
National College Advocacy Group
Charter Member
Charter Member
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| Contact Information: Amrein Financial PO Box 468 Wynnewood, PA 19096 610 789 1255 Info@AmreinFinancial.com |
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Independent Objective Financial Advice