Fee-Only Investments & Financial Planning

Our Certified Financial Planners build investment portfolios
that serve your life goals

Our Firm : Our Fiduciary Oath

Investor’s Capital Management fiduciary oath:

We are members of the National Association of Personal Financial Advisors (NAPFA), whose charter is to provide consumers and institutions with objective financial advice on a “fee-only” basis, keeping only the best interests of the client in mind. You can rest assured that Investor’s Capital Management, LLC will never sell any mutual fund, stock or insurance product. We never take commissions.

The NAPFA Member, or any party in which the advisor has a financial interest, does not receive any compensation or other remuneration that is contingent on any client’s purchase or sale of a financial product. The advisor does not receive a fee or other compensation from another party based on the referral of a client or the client’s business.