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The Value of an Independent Fiduciary Advisor

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SRQ DAILY MONDAY BUSINESS EDITION MONDAY JUL 27, 2020

Trust is paramount when it comes to money matters, and one word makes working with Allegiant Private Advisors a safer option for clients: fiduciary. 

What does this term mean? Simply stated, being a fiduciary is a legal obligation to do what’s in the client’s best interest, without regard to self-interest. There is a huge advantage working with a fiduciary advisor like Allegiant.

“Part of the reason our industry sometimes gets a bad rap is because people think of financial advisors as salesmen who make commissions, often incentivized to sell their own company’s products,” says Allegiant’s President, Benjamin (Ben) W. Jones, CFP®, AIF®. (Recent SEC regulations are designed to make all brokers also adhere to a Best Interest Standard but legal interpretations and enforcement remain an unknown.) “The best and only way we can be advocates for our clients is to act as their fiduciary.” 

Allegiant is a fully independent, fee-based firm of wealth advisors, financial analysts, portfolio managers and customer service professionals. Allegiant’s advisors are not salespeople; however, they are required to serve their clients financial planning needs. There is no incentive compensation, no product sales, and all employees are salaried. In all, it is a culture of professional excellence that is solely client focused.

If you’re seeking a trusted advocate to help guide your financial success, contact the Allegiant Private Advisors team at (941) 365-3745 or allegiantpa.com

Read More about Allegiant Private Advisors HERE

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