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We Work For You. Period.

Let’s face it, honest advice is hard to come by.

Your college roommate is an insurance agent, and they say you are under-insured…

Your neighbor is a stockbroker and has a great tip for you…

Your aunt is a realtor, and she keeps telling you that now is a great time to buy a home…

Of course, everyone has that friend who wants you to join their multi-level marketing company…

AssetBuilder is a Registered Investment Advisor that acts in accordance with the fiduciary standard. This goes beyond an ethical motivation that we have to our clients. The fiduciary duty is our legal obligation to act in the best interest of our clients in every decision that we make. This ensures that we manage your portfolio for your benefit, not ours.

We are also a “fee only” advisor. That means we are not paid commissions by other financial services companies to sell you their products. We are not compensated to use one custodian instead of another. We are not incentivized to invest in one fund company instead of another fund company. We receive no compensation from any outside parties. Rather, we charge a low, easy-to-understand and easy–to–calculate–fee to manage your money. The costs associated with trades are paid to our custodian; and the low-fund fees charged by the mutual funds we use are paid directly to the fund companies themselves.