We are relentlessly dedicated to doing what is in your best interest - always. Part of this commitment is total transparency about how our team is compensated for the services and solutions we provide.
These costs collectively reflect an investment in our strategic partnership through three potential avenues:
Investment advisory/brokerage fees for ongoing guidance and related services
A single rate for designing a customized financial blueprint plan
Commissions associated with insurance and related planning strategies
With our fiduciary duty at the forefront of how we do business, Stratview Wealth Management is also tightly aligned with the following guidelines and disclosures:
- Client Relationship Summary - Summaries for brokerage and investment advisory services
- Guide to Brokerage Services - SEC Regulation Best Interest disclosure
- CFP Code of Ethics and Standards of Professional Conduct - CFP’s globally recognized standards of practice
- CFA Code of Ethics and Standards of Professional Conduct - CFA’s globally recognized standards of practice