At Tapparo Capital Management, we embrace our role as a fiduciary, a responsibility that means we must always act with your best interest in mind. As a fiduciary, we are different from traditional personal financial advisors who are brokers. It's a distinction we are proud of and that benefits you.
Unlike a broker, we are not licensed to sell you securities and we are not salespeople.
We are a Registered Investment Adviser and only sell you our advice.
You need not worry about hidden fees or a hidden agenda because, as an RIA, we are required by law to fully disclose any conflicts of interest we have in serving you.
We earn our fee not by charging you commissions on securities trades like stockbrokers, but by levying a fee for ongoing money management.
You avoid the conflict of interest which arises when a broker receives better commissions by selling you one product instead of another, or makes money by making more trades in your account.
As a fee-only investment management and financial advisory firm, we do not accept fees from third-party product providers.
We are an independent firm
You need an advisor you can trust. Tapparo Capital Management is licensed as a Registered Investment Adviser. We choose to practice as an RIA because we want to provide you investment management services as a fiduciary, which by law requires us to always put your best interests first when advising you on investments. Not all advisors are RIAs, but we have taken this step so that you can rest assured that our advice is objective and based exclusively on your personal goals. There are no hidden fees, and your fees are our only source of income. Thus, our singular motivation is your success. We work for you.
Tapparo Capital Management is an independent firm. This means that the only people we have to answer to are our clients. There is no large corporate hidden agenda behind our services. It is only through this independence that we can afford the time and resources to truly explore our clients’ needs, wants, goals, and dreams.
Since we are independent and fee-only, we can approach our clients’ lives with this holistic approach. Rather than trying to re-define our clients’ desires to fit a list of products, we can explore all of the possible ways to improve our clients’ quality of life.
Never Too Soon
Did you know that if you have been in the workforce for awhile, you can check your Social Security statement by accessing it online (https://www.ssa.gov/myaccount/)? It’s true.
If you are 60 years or older, a...