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The value of fee only advisors

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Investing in Independence: The Value of Fee-Only Advisors

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The value of fee only advisors

  1. 1. INVESTING IN INDEPENDENCE: THE VALUE OF FEE-ONLY ADVISORS Investment advisors all aim to assist clients in furthering their financial goals, but the philosophies they follow often vary. As a result, clients must understand the different approaches certain advisors are inclined to take before deciding which candidate is best qualified to address their unique needs. FUNDAMENTAL DIFFERENCES BROKERS FEE-ONLY ADVISORS interests FOSTER GROUP PHILOSOPHY ACADEMICALLY SUPPORTED STRATEGY TRUE PARTNERSHIP associated costs West Des Moines Office 6601 Westown Parkway, Suite #100 West Des Moines, IA 50266 515.226.9000 toll-free 800.798.1012 fax 515.224.4970 fostergrp.com Omaha Office 8901 Indian Hills Drive, Suite 300A Omaha, NE 68114 402.733.1700 PLEASE NOTE LIMITATIONS: Please see Important Advertising Disclosure Information and the limitations of any ranking/recognitions, at www.fostergrp.com/disclosures. A copy of our current written disclosure statement as set forth on Part 2A of Form ADV is available at www.adviserinfo.sec.gov. managing over a billion dollars

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