Fiduciary Duty

At Virtue Asset Management our advisors are comprehensive financial planners working in a Fee-Only, fiduciary capacity committed to aligning their compensation solely with a client’s needs

Fiduciary Duty

A fiduciary is a person or entity that is legally and ethically bound to act in the best interests of another party, known as the beneficiary or principal. The fiduciary relationship is characterized by a high level of trust and confidence, and the fiduciary is expected to prioritize the interests of the beneficiary over their own.

Investment Advisors

Financial advisors who are fiduciaries have a legal obligation to act in their clients’ best interests when providing investment advice or managing their portfolios.

Fiduciary Duty

A fiduciary has a legal obligation to act solely in the best interests of the beneficiary and to disclose conflicts of interest. They must act with the utmost loyalty and good faith when making decisions on behalf of the beneficiary.

Prudent Judgment

Fiduciaries are expected to exercise prudence and care in managing the assets or affairs of the beneficiary. This means making informed and responsible decisions based on the beneficiary’s objectives and risk tolerance.

Virtue Asset Management Advisors

Our advisors are legally and ethically bound to act in the best interests of their clients. They have a fiduciary duty to prioritize the client’s interests over their own and must avoid conflicts of interest.

Fiduciaries must exercise prudence, loyalty, and full disclosure when providing advice or managing the client’s assets. This high standard of care means they must act with utmost integrity and make recommendations that are in the client’s best interest, even if it may not be the most profitable option for the fiduciary.

Fee Based

Virtue Asset Management is composed of Fee-Only financial adivsors. We are compensated solely by the client with neither the advisor nor any related party receiving compensation that is contingent on the purchase or sale of a financial product.

Neither Members nor Affiliates may receive commissions, rebates, awards, finder’s fees, bonuses or other forms of compensation from others as a result of a client’s implementation of the individual’s planning recommendations. Our compensation is completely transparent and we disclose our compensation each quarter in our performance report.

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