Broker Check

Fiduciary Difference

Toups Wealth Management LLC is a fiduciary wealth management firm. The difference is that a fiduciary must, by law, put the client’s best interests first. Under the fiduciary duty, an investment adviser must provide advice and investment recommendations that he views as being the best for the client.

Knowing that you’re working with a fiduciary investment advisor means that you know the advice and recommendations you’re given is not in your advisor's best interest – it in yours.