Tag: Fiduciary Expert

Brokerage or Trust Account not budgeting fees, commissions and expenses; a BFD?

  • By FE on
A budget, like lane markers on a freeway is a basic tool to help provide guidance as to the amount or range estimate for a particular or group of expenses, fees, costs, or other cash outflows. Another way to state it, is a budget enables control of fees, costs and expenses. Yet another way to […]

Categories: Conflicts of Interest RuleFiduciary Account ManagementFiduciary duty expertPrudent Investment Management

Tags: Account MonitoringConflict of Interest RuleFiduciary dutyFiduciary ExpertFintechTrust account management

Initial Courtesy Consultation

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Attorneys searching for an experienced, qualified expert can contact us by email or by telephone.  We have among the longest, deepest and broadest securities and fiduciary experience.  Since 2003 provide independent, objective securities, fiduciary, compensation and damages opinions.  We have well over 90% success achieving settlement or award. Consulting services We consult on case evaluation, […]

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Tags: 401k401k Class ActionBroker fiduciary duty best executionCompensation ExpertElder AbuseERISAFiduciary best practiceFiduciary ExpertGold Coins Bullion Silver Margin TradingGold Solver Margin tradingInitial Courtesy ConsultationLitigation Expert ConsultPonzi Scheme Fraud ExpertSecurities ExpertTrusts