We are a “fee-only”independent investment advisory firm. This helps us to avoid many of the traditional conflicts of interest inherent to the financial services industry. We believe that if our sole source of compensation is our clients, then our loyalty will lie solely with them.

A fee-only advisor is paid directly by the client and will not receive any other form of compensation from any third party (broker/dealer, insurance company, mutual fund family, etc). Being a fiduciary allows us to be true advocates for our clients.

 

1.Collabria Capital, Inc. does not provide tax or legal advice. The information presented here is not specific to any individual’s personal circumstances. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

View our ADV Part 2 by clicking here.