Our Fiduciary Duty

In light of recent changes in the financial services industry, many consumers are wondering if their financial advisor is a fiduciary. At Pangea Wealth, all of our advisors act as fiduciaries over our advisory accounts, which is a unique advantage in our industry.

The Fiduciary Duty

The fiduciary duty requires an advisor to act in the best interest of their clients and to put their clients’ needs above their own at all times. They must act with loyalty and care, provide upfront disclosures to the client, and eliminate all conflicts of interest.

Seeking out an Investment Advisors who will act as your fiduciary can help eliminate many of the problems associated with working with an advisor who is solely concerned with commissions and making sales. We, as fiduciaries, always service our clients first, last, and always.