Fee Transparency

Greenbird Advisors is a fee-only advisory firm, which means that your advisor is compensated solely by you, the client. We do not receive commissions or additional revenue from product providers, such as mutual fund or annuity companies. This ensures that we have your best interests at the forefront and eliminates any bias or conflict of interest when allocating investment portfolios. Our advisors are held to a fiduciary duty of care. Fiduciary advisors must act with undivided loyalty and the utmost good faith for clients.

FREQUENTLY ASKED QUESTIONS

Why is fee-only compensation so important?

Fee-only means that your advisor does not receive commissions or additional revenue from product providers. Greenbird Advisors is a fee-only advisory firm, paid only by the client (you) for the advice we offer. This is important because it allows us to provide objective advice without conflicts.

What is the difference between the fiduciary and suitability standards?

The fiduciary standard is a cornerstone of the client agreement with fee-only investment advisors. As a fiduciary, an advisor must put clients' interests ahead of their own and act only in clients' best economic interests. In contrast, the suitability standard is generally seen as less onerous than the fiduciary standard, and these types of advisors are not held to the same level of commitment to their clients (i.e. recommendations must be suitable, but do not have to be best-interest recommendations).