Fiduciary
Vestbridge Advisors Inc. is a registered investment advisor with the SEC. As such, Vestbridge is a fiduciary, required to put a client’s interest above their own.
As a fiduciary, Vestbridge must act in the best interest of our clients and provide investment advice that represents those best interests.
Vestbridge always acts in good faith for our clients.
We provide full and fair disclosure of all material facts related to any advice we offer our clients and prospects.
As your fiduciary, we do not recommend commission-based products as we believe that a fee-based solution is the best alternative. We never do trades to create commissions.
We base our fees off the value of your assets, which means when you do well…we do well.
We do not charge performance-based fees.
The number of fee-based advisors in the United States that work this way is in the minority; but we believe it is best for our clients. And the percentage of investors who understand the difference between a transparent, fee-only fiduciary like Vestbridge and other financial advisors is even smaller.
When comparing portfolio management services, we encourage you to scrutinize all fee structures and evaluate the services you are provided. Vestbridge provides a personalized experience, regardless of your investment commitment.
Ready to learn more about
smart, personalized investing?
Your portfolio should always reflect your ambitions, your values, and your story. At Vestbridge we start from scratch with every single client and we create a smart personalized portfolio that is unique to you. Talk to a Vestbridge Financial Advisor today.
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