Fiduciary (Investments & Retirement) - Definition, Examples, Advice | Bolder Money

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Dollar-Cost Averaging Dollar-Cost Averaging

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Product 1:1 Coaching Our Coaches Our Story

Product 1:1 Coaching Our Coaches Our Story

Definition

A person who is legally obligated to act in your best interest, such as a financial advisor or trustee.

What to consider

Ensure your advisor is acting solely in your best interest.
Check their credentials and track record for reassurance.
Maintain open communication to review your financial strategy.

Real world scenarios

Before making any investment decisions, Grace consulted a fiduciary advisor who was legally obligated to act in her best interest.

Related terms

Investments & Retirement

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