Investor.com believes in fiduciary advice
When your financial advisor or broker acts as a fiduciary, they are legally obligated to put your best interests first, not their own wallets. Sadly, the average American doesn’t know if they are being provided unbiased advice or being sold an expensive financial product.
Investor.com has scoured through thousands of U.S. Securities and Exchange Commission (SEC) marketing brochures and disclosure fine print to build an easy to understand rating and ranking algorithm they call, Trust Score.
Introducing the Trust Score
To date, they’ve collected over 300,000 data points on the financial planning industry. Using this data, their Trust Score algorithm automatically scores each firm 1 – 99 for overall trustworthiness, then lists the most important benefits and considerations that Americans should know.
No referral fees
Scoring is completely objective and 100% unbiased. At investor.com, they do not make a penny off referrals and they’ve excluded all banner advertising, pop-up ads, and referral buttons on purpose.
Intelligent Capitalworks, federally registered in 2005, is a Registered Investment Advisor (RIA) in 5 state(s) with a licensed staff of 4 advisors. Intelligent Capitalworks manages $162.2 million and provides investment advisory services for 74 clients (1:19 advisor/client ratio). This firm does not have a disciplinary history.