Client in a Financial Planning Meeting at AMG in Wisconsin

More Information About Fiduciary Advisors

How Other Investment or Financial Representatives Work

  • Any “Advisor” compensated or structured in any way listed below (in other words…not completely fee-only) only has a responsibility to the company or companies they are registered to sell for. Therefore, their interest is aligned with that of the investment product…some of which may pay the “advisor” more or less than another product bringing significant conflict of interest to the relationship.

How Can You Tell The Difference?

The best thing to do is have your advisor complete a Fiduciary questionnaire. For your convenience, we have signed and unsigned Fiduciary questionnaires available for you to download:

A Fee-Only, Fiduciary firm like AMG will only refer to itself as a Registered Investment Advisor (RIA). A Fee-Only Fiduciary advisor will only be referred to as Investment Advisor Representatives (IAR).

Still unsure? We invite you to come in and speak with one of our advisors who are qualified to explain the structure of your current portfolio with you.