Word of the Week – Fee-Only

Fee-only financial planners are registered investment advisors with a fiduciary responsibility to act in their clients’ best interest. They do not accept any fees or compensation based on product sales. Fee-only advisors have fewer inherent conflicts of interest as they are only compensated by the client, not any outside third party.

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Level’s Chief Investment Officer, Steven Elwell, CFP®, discusses second quarter market performance in this 20-minute video. Transcript available here. Level

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