Disclosures

How Financial Professionals Are Compensated

It is important to understand how financial professionals are compensated for services. It is an irrefutable fact that the more you pay in commissions, mutual fund expenses, bid/ask spreads and fees, the less you make on your investments over time.

We typically do not charge any fees to prospective clients until they decide to become clients. We want folks to be comfortable with our approach and service offerings. We understand that there is a decision and thought process. In some instances, it has taken as many as three meetings and often includes a few phone calls to clarify points of our service before a client comes on board.

The ultimate goal is to empower our clients to make sound financial decisions and to provide advice-driven solutions. As a fiduciary, I am compensated directly by my clients for planning and investment management services. Our view is that all conflicts of interest should be managed, discussed and disclosed.

Disclosure

The thoughts, views and opinions expressed on this site are those solely of Matthew D. Peck and do not necessarily represent those of Amicus Financial Advisors, LLC (“AFA”). The intended use for this website/blog site is for educational and/or entertainment purposes only. Matthew D. Peck is an Investment Adviser Representative of AFA, LLC, an investment adviser registered with the United States Securities and Exchange Commission. This website is for informational purposes only and does not constitute a complete description of the investment services or performance of AFA, LLC. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance.

This website is believed to provide accurate and authoritative information in regards to the subject matter covered. The accuracy of the information is not guaranteed and is provided with the understanding that we are not rendering legal, accounting, tax, or other professional advice. Neither Matthew D. Peck nor AFA make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to this website or incorporated herein. All such information is provided solely for convenience purposes, and all users should be guided accordingly. Persons obtaining information from this website or accessing links outside of this website assume full responsibility for the use of this information and understand and agree that Matthew D. Peck and AFA are not responsible or liable for any claim, loss or damage arising from the use of such information.

Furthermore, the information resulting from the use of tools or information on this website should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Matthew D. Peck or AFA. Any subsequent, direct communication by Matthew D. Peck or AFA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

A copy of AFA’s Part 2A and 2B of Form ADV, Form CRS and privacy policy is available at www.amicusadvisors.com. This website is in no way a solicitation or an offer to sell securities. Matthew D. Peck and AFA disclaim responsibility for updating information. Also, Matthew D. Peck and AFA disclaim responsibility for third-party content, including information accessed through hyperlinks. ALL RIGHTS RESERVED.