Brokers May Finally Have Same Standards As Independent Advisers

For years brokers who sell products that pay them commissions were not required to put the client’s interests first when advising on a retirement plan. Independent fee-only advisers like Mendel Money Management were always required to do this. The attraction of our model is that our interests are aligned with our clients, unlike the commission based broker. They make a commission on each transaction and this commission differs based on each product they sell. Our model is fee-only and based on assets under management. The more money we make for our clients, the more money we earn as well. Our incentive is to choose the best investments for you, not the ones that pay the highest commission.

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General Disclosure

This presentation is not an offer or a solicitation to buy or sell securities. The information contained in this presentation has been compiled from third party sources and is believed to be reliable; however, its accuracy is not guaranteed and should not be relied upon in any way, whatsoever. This presentation may not be construed as investment advice and does not give investment recommendations. Any opinion included in this report constitutes our judgment as of the date of this report and are subject to change without notice.
Additional information, including management fees and expenses, is provided on our Form ADV Part 2, available upon request or at the SEC’s Investment Advisor Public Disclosure site. As with any investment strategy, there is potential for profit as well as the possibility of loss.  We do not guarantee any minimum level of investment performance or the success of any portfolio or investment strategy. All investments involve risk (the amount of which may vary significantly) and investment recommendations will not always be profitable. Past performance is not a guarantee of future results.

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