WE ARE IN A FIDUCIARY
RELATIONSHIP WITH YOU
WE ARE A FEE-ONLY, REGISTERED INVESTMENT ADVISOR FIRM IN A FIDUCIARY RELATIONSHIP WITH YOU
BST Wealth Management is boutique in nature and intentionally small so we can maintain deep personal relationships and superior service. Our businesss model outsources the routine functions so we can focus on the critical and sometimes complex issues in your lives.
WE ARE REGISTERED INVESTMENT ADVISORS
As a registered investment advisor, we are required by law to act with undivided loyalty to you, our client, in a fiduciary relationship. This includes disclosing how we are compensated and revealing any conflicts of interest. Not all financial relationships are held to this higher standard. Is yours?
WE ARE NOT EMPLOYEES
We are not employees or agents of a large, financial institution; we are not required to promote anyone’s proprietary products.
WE ACCEPT NO COMMISSIONS
We accept no commissions or other incentives that may tarnish our dedicated advice to you.
A SOLE SOURCE OF COMPENSATION
Our sole source of compensation is the fully transparent fee you pay us for the wealth management services we provide. That’s it. We have no hidden agendas.