Key differences That help us stand apart

There are critical differences in how an independent advisor like CFS Investment Advisory Services operates in comparison to fee-based and commission-based advisors. Below are some key points to consider.

  • Eliminate brokers and insurance agents?
  • Eliminate commissions (12b-1 fees and SUB-TA fees)?
  • Eliminate the inclusion of proprietary funds?
  • Eliminate “revenue sharing” from the funds offered?
  • Low-cost index funds offered?
  • Fiduciary protection for the business owner?
  • How do your fees compare?