Expert Advice

Rebalance’s Fiduciary Standard

Sally Brandon explains how Rebalance‘s status as a fiduciary allows our firm to work for you, the client, and not for sales commissions.

Sally Brandon: Rebalance is a registered investment advisor and we register with the SCC. And as a result of that we’re upheld to a fiduciary standard. Unlike brokers and dealers, we have to put our client’s best interest first. Meaning that we cannot recommend products that are not in the client’s best interest, just because it might pay our firm me a commission. That being said, I think clients are very well served because of this fiduciary standard that we have their best interest at heart.