Our Fiduciary Statement

One of the biggest things that differentiates us from other financial advisors is that we, as Registered Investment Advisors, are held to a fiduciary standard by federal and state law.

Below you will find a copy of our fiduciary statement. The purpose of this statement is to outline the responsibilities we have toward our clients in easy-to-understand terms.

Does your advisor have a fiduciary statement? If not, feel free to offer ours as a guide.

If he or she will sign it, then you know you're working with a fiduciary. If not, then maybe it's time to look for a new advisor.

Fiduciary Statement

I will act as a fiduciary at all times as defined by federal law.

I will put the interest of my client first at all times - ahead of my own and my firm’s interest.

I will disclose all compensation in writing.

I will not receive any third-party compensation contingent upon the purchase or sale of a financial product.

I will not receive any fees from the referral of client business.

I will disclose potential conflicts of interest and will manage unavoidable conflicts in the client’s favor.

-Neil Vannoy, MBA, CFP®

To learn more about our company - and find out how we are different from other financial advisors - call (210) 587-6433 or visit www.VannoyAdvisoryGroup.com