HOW OFTEN DOES YOUR ADVISOR MEET WITH YOU FOR YOUR COMPANY RETIREMENT PLAN?
Under the suitability standard, the financial planning process can begin and end in a single meeting. Once the client leaves the advisor’s office the advisor has little further legal obligation to monitor the client’s investments.
Investment advisors registered with the SEC or a state securities regulator are fiduciaries and are required to act in the best interests of their clients.
With Braeburn Wealth Management, we take commitment, trust, and investment decisions one step further by meeting with you and each of your retirement plan participants annually, along with providing ongoing communication throughout the year. That first client meeting marks only the beginning of our legal obligation.
To learn more about our Fiduciary Commitment to You contact us.
(231) 720-0619
3597 Henry St. - Suite 202, Norton Shores, MI 49441
Braeburn Wealth Management, LLC
An SEC Registered Investment Advisor.