Rockbridge Named #81 on CNBC's Top 100 Fee Only Wealth Mgmt Firms List

11 Common Questions:

Why Fee-Only Investment Advisors?

Closely related to the fiduciary standard of care offered by Registered Investment Advisor firms, there is the matter of compensation: Who is paying the bills? In a commission-based model, traditional brokers and similar financial intermediaries are paid by the companies whose products they buy and sell. How might that affect their loyalties?

We feel the fee-only investment advisor model — in which the advisor’s sole source of revenue is his or her clients’ fees for services rendered to them — is best suited for minimizing conflicts of interest. As fee-only advisors, we receive no commissions or any other forms of compensation from outside sources. Instead, you pay a clearly disclosed fee in exchange for our clearly defined, objective advice and planning services.

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