Lumia Wealth operates in a
Some clients choose to engage with us for financial planning services. The fees for these services are discussed and agreed upon before any engagement begins and we are not compensated through any other source based on the outcomes of the plan recommendations.
We strive to operate in a manner that is transparent and absent of any conflicts of interest. We don’t want you to worry about hidden or ulterior motives when we provide recommendations.
Many advisors, brokers, and insurance agents rely on AUM fees plus commission, or only commissions. Oftentimes these models can incentivize advisors to make recommendations that benefit their wallet first and foremost instead of putting your goals first.