Fiduciary FAQ’s

What is a fiduciary?

A fiduciary is a person or organization that acts on behalf of another person to manage assets. A fiduciary owes to the other person the duties of good faith and trust. As the highest legal duty of one party to another, being a fiduciary requires being bound ethically to act in the other's best interests. *

Are you a fiduciary?

At Aksala Wealth Advisors®, we hold ourselves to the highest standard of conduct and act in the best interest of our clients according to the “prudent person standard of care.”

How do you get paid?

Aksala Wealth® Financial Professionals are paid based on the solutions and services we provide. This could include charging a flat fee for planning investment advisory services or charging a percentage of assets under our management. We believe in transparency and will discuss all costs in our initial consultation, so prospective clients know all the services and benefits included.

How often will we meet?

Every client’s needs are unique therefore, we schedule meetings based on a mutually agreed upon cadence according to your goals.  This could be annually, semi-annually or quarterly, depending on multiple factors. Whatever cadence is appropriate, just know that Aksala Wealth Advisors® will keep you informed throughout the process.  

What is your investment philosophy?

Aksala Wealth Advisors® encourages clients to take a disciplined approach to financial planning through asset allocation, diversification and active rebalancing.  While each of these concepts is individually important, the combination of the three helps to manage the overall risk and return of an investment portfolio.**

How will you invest my money?

Aksala Wealth Advisors® consider a variety of factors including risk tolerance, investment objective, time horizon, investment experience, and liquidity needs to determine the most appropriate financial planning strategy for their clients.

How will we measure success?

In our meetings we will discuss your short-term and long-term goals and build a plan to help you reach those goals. 

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**Diversification and asset allocation do not assure or guarantee better performance and cannot eliminate the risk of investment loss.