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Money Matter$

Insights from the Sommers Financial Management Team

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My Introduction to the Term "Fee-Only Fiduciary" by Misty Chatterley

When I began working with Adam and Joyce, I was excited to learn exactly what an “Independent, Fee-Only Registered Investment Advisor” was. According to Investopedia, a “registered investment advisor (RIA) manages the assets of high net-worth individuals and institutional investors, and sits on the buy side of the investment field.” Needless to say, this definition didn’t quite help me to understand what Sommers Financial Management does for our clients.

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