And that’s a good thing because we are following what we believe is mutually right for our clients and ourselves. We will not follow the massive herd of those who are fake fiduciaries and claim that assets under management (AUM) represent a fee. AUM is a slow bleed commission; always was and will be.
It is critical to be believable by those who are prospective and active clients. When one deceives themselves that’s one thing, but deceiving others into believing something that is blatantly not true should raise the issue of fraud. When you do what you do in clean, clear, and concise terms, the chance for misunderstanding is reduced for nearly all.
And so the question is this: Are you open-minded?
Let’s begin with a few simple questions:
Those who say things like:
... should be ignored and avoided.
If you are like us, you do things in your own unique way. You are open-minded, brutally honest with yourself, and never let fear get in the way of doing what is right.