ARBOR OUTLOOK: Wall Street Journal Interviews Growing “Fee-Only” Firm

Published: Thursday, March 14, 2013 at 04:47 PM.

Arbor Wealth:  It was easily our biggest year of growth, and this year is off to an even faster start.  Truthfully, savvy investors are looking for what we provide:  custom-created portfolio strategies heavy with dividend-payers and capable of producing predictable income.  People are also hungry for a “Fee-Only” Firm that doesn’t sell products and serves as a fiduciary to its clients. 


Question:  How has your growth changed your operation?

Arbor Wealth:  We still attempt to provide exceptional service.  We answer every call personally and attend to client requests as quickly as possible.  This kind of client-centric service is greatly appreciated, especially nowadays.


Question:  Do most people know what a fiduciary is?  Do they know what a “Fee-Only” firm is versus, say, a “Fee-Based” firm?

Arbor Wealth:  Many do.  Being a fiduciary means that we are required to maintain a legal, ethical and moral obligation to act only in the client’s best interests and in doing so, are held to the highest standard of client care.  A  Fee-Based firm can charge you a management fee and accept a commission on the sale of a financial product aswell, so often you get charged twice.  Ours is a pretty sophisticated clientele, be they long-time locals or new residents, so they know they want a “Fee-Only” firm to manage their assets.    

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