What is a fiduciary?

A fiduciary is someone who is legally and ethically bound to act for another’s benefit, like an attorney or doctor. Unfortunately, approximately 95% of the financial services industry does not act in a fiduciary capacity at all times, often placing their personal interests or their firm’s interests ahead of the client. This is unfortunate; clients and investors deserve better.

As a “fee-only” Registered Investment Advisor (RIA), Sunrise Advisors is an acknowledged fiduciary for our clients 100% of the time.

To examine the Fiduciary Difference, please click here.