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Announcement: Walkner Condon is Switching to Fee-Only

Nov 1, 2017 | Blog

We are thrilled to announce our decision to adopt the fee-only structure for Walkner Condon Financial Advisors, LLC in the coming weeks. We are fully committed to the Fiduciary Standard of care for all of our clients and their financial interactions with our firm. The fee only structure requires that no commissions of any kind be accepted by the firm. While we only accepted commissions on fixed insurance products and never on investment products of any kind, moving forward we will be commission free on every transaction. This will have a minimal or potentially no impact for our clients on a day-to-day basis. However, it is important to us that we strive every day to operate our firm to the fullest of the fiduciary standard and this change is an example of that dedication.

We will be recording a new full-length podcast to provide additional details. Recently, we recorded an episode on the possibility of this change — feel free to give it a listen for some quick insight on what fee-only means. In the meantime, don’t hesitate to reach out if you have any questions about this change.

We also have a new episode of Gimme Some Truth this week, focusing on the potential tax reform in the coming months. You can check it out on iTunes or SoundCloud.

Walkner Condon Financial Advisors is a registered investment advisor with the SEC and the opinions expressed by Walkner Condon Financial Advisors and its advisors in this piece are their own. Registration with the SEC does not imply a certain level of skill or training. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.

Information presented in this piece is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.

Information in this piece does not take into account your specific situation or objectives and is not intended as recommendations appropriate for any individual. Readers are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.