With over 300,000 professionals working under the title “personal financial advisor”, it can be difficult to know which one to choose. We are a registered investment advisor (RIA) located just outside Salt Lake City, Utah, but we do business with clients all over the U.S.
As entrepreneurs, we are invested in building long-term relationships with satisfied clients. We believe our independence allows us to maintain objectivity when analyzing particular financial strategies, vendors, and referral relationships. Many financial advisors are employed by or paid commissions from product providers. This presents a conflict of interest that can be damaging to prospective clients.
As an RIA, Dentist Advisors is legally bound to work in your best interest.
Under the Investment Advisers Act of 1940, registered investment advisors are held to a fiduciary standard of care. By law, we must ensure each investment recommendation we make is in your best interest. In the event a conflict of interest should arise, RIAs are required to inform you. Additionally, we are required to have a written code of ethics that governs our actions and fully discloses how we are compensated.
We are a fee-based firm.
We charge an annual fee, based on a percentage of assets under management. This straightforward system of compensation is easy to understand, is fully disclosed to you in writing, and provides additional incentive for us to help you grow your wealth.
We specialize in wealth management and build a local network of specialists in key areas.
We seek out the best products and partners in key areas. Even though we are not experts in all areas, our independence allows us to analyze particular vendors who will provide added value to our clients. As a comprehensive wealth manager, we facilitate and manage transactions in many areas of personal and practice finance including investments, accounting, estate planning, insurance, real estate construction, leasing, profitability analysis, financing, marketing, practice transitions, technology, litigation, HR / employee benefits, and much more.
We work with an independent custodian to help safeguard your assets.
This means your assets are held by an independent third-party platform such as TD Ameritrade, Inc. You will receive regular statements from this custodian detailing every transaction in your account, in addition to any reports we provide to you from our firm. This practice helps our clients have ultimate control and transparency over all their assets.