The Fiduciary Duty standard of care applies to investment advisory services and includes duty of care for duration of advisory-client relationship. Other standards may apply in certain circumstances. Fiduciary standards or fiduciary duties do not apply, for example, when offering insurance or brokerage products/services. Please see advisor’s Client Relationship Summary (form CRS) for scope and terms of relationship. www.kestrafinancial.com/disclosures
We are a fee-based financial advisory firm. Our financial advisors act in a fiduciary capacity for our clients, and we put that in writing:
- We will always put your interests first – ahead of our own.
- We will always act in utmost good faith and undivided loyalty to you.
- We will always make recommendations only after understanding your investment objectives, financial situation and concerns.
- We will always act diligently and exercise professional competence.
- We will always strive to avoid or mitigate conflicts of interest wherever possible, and provide full and fair disclosure for conflicts that are unavoidable.
- We will always provide you with a full and fair disclosure of all fees.
- We will never accept payments for recommending any investment to you.
- We will never accept payments from other professionals for referring you to them.
We operate with complete transparency, try to avoid conflicts of interest, and disclose all details, fees, and expenses. We take the time to thoroughly explain all of your investment options in plain English and encourage you to ask questions throughout our process.