Investing in Independence: The Value of Fee-Only Advisors

1. INVESTING IN INDEPENDENCE:
THE VALUE OF FEE-ONLY ADVISORS
Investment advisors all aim to assist clients in furthering their financial goals, but the
philosophies they follow often vary. As a result, clients must understand the different
approaches certain advisors are inclined to take before deciding which candidate is
best qualified to address their unique needs.
FUNDAMENTAL DIFFERENCES
BROKERS
FEE-ONLY ADVISORS
interests
FOSTER GROUP PHILOSOPHY
ACADEMICALLY SUPPORTED STRATEGY
TRUE PARTNERSHIP
associated costs
West Des Moines Office
6601 Westown Parkway, Suite #100
West Des Moines, IA 50266
515.226.9000
toll-free 800.798.1012
fax 515.224.4970
fostergrp.com
Omaha Office
8901 Indian Hills Drive,
Suite 300A
Omaha, NE 68114
402.733.1700
PLEASE NOTE LIMITATIONS: Please see Important Advertising Disclosure Information and the limitations of any ranking/recognitions, at www.fostergrp.com/disclosures. A copy of our current written disclosure statement as set forth on Part 2A
of Form ADV is available at www.adviserinfo.sec.gov.
managing over a billion dollars