Investors increasingly recognize the advantages of engaging a Registered Investment Advisor (RIA) for their financial planning, wealth management, and investment needs. This growing popularity stems from the fiduciary duty RIAs are legally obliged to uphold by the SEC, ensuring that RIAs put a client’s best interest first. In contrast, brokerage firms or insurance agencies may advocate for less beneficial or pricier products driven by commission incentives.
In the process of selecting an RIA, keep in mind these crucial criteria:
Potential affiliations between RIAs and broker-dealers or insurance companies warrant investigation as “hybrid advisors” may switch between fiduciary and non-fiduciary roles, potentially causing conflicts of interest.
Successful Portfolios operates as an independent RIA firm with no affiliate companies that might be non-fiduciary. We aim to deliver unconflicted expert guidance and personalized advice to help you grow and protect your wealth.
A five-star rating from investor.com, a reputable resource for advisor assessments, underscores our favorable profile for investors seeking a proven, trusted advisor.
The diligence required in choosing the right fiduciary RIA can pay off significantly in terms of your financial growth and security.
For further assistance, contact the specialists at Successful Portfolios today. You may use the provided form or reach us directly by calling or texting at (727) 744-3614.