You want solid ideas and viable options.
True Living Financial manages your wealth in a fundamentally different way. As independent financial advisers, we invest in our clients first before they invest in us. We learn about our clients’ needs and goals before we make any recommendations. We don’t believe in a one-size-fits-all approach.
We think clients are best served by a transparent compensation philosophy. That’s why we don’t accept any securities commission.
What that means is that you know what you’re ordering up front, and it doesn’t come with a side of conflict of interest.
For example, a fee-based investment advisor earns compensation based on how well you do. A commission-based advisor earns compensation based on how often they trade your assets, whether they’re making money for you or not.
Our legal obligation to make prudent investment decisions on your behalf requires greater discipline to achieve competitive long-term returns while continuously managing risk.
Schwab Institutional is the True Living Financial custodian of choice. Schwab Institutional is a division of Charles Schwab and Co., Inc. and is a leading provider of custodial support for independent fee-based investment advisors.
Login to your Schwab Institutional Account.