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Frequently Asked Questions
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- What is a fiduciary?
Fiduciaries are persons or organizations that act on behalf of others and are required to put the clients’ interests ahead of their own, with a duty to preserve good faith and trust. Fiduciaries are legally and ethically bound to act in the client’s best interests.Citrine & Gold is a fiduciary firm as an RIA (Registered Investment Advisor).
Source: Investopedia
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How do you get paid?
Citrine & Gold is a fee-based financial services provider. That means we get paid a set fee on financial plans, and a set percentage of assets under management. All fees are known upfront, clear, and agree upon. -
What are your credentials? How can I verify them?
Citrine & Gold is a Registered Investment Adviser. RIAs are held to a fiduciary standard – meaning we are legally required to act in the best interest of our clients.Our team has Series 7, 63, 65, 6, Life & Health certifications, 8 Years of Industry Experience and have been recognized as top young professionals by the Colorado LGBTQ+ Chamber of Commerce & Colorado Biz Magazine. - What is your investment philosophy?
We believe in long-term investment strategies, diversification, crafting portfolios as unique as our clients, and values-aligned investing. As fiduciary financial advisors, we will always act in the client’s best interests of our clients. - Who is your broker dealer?
Citrine & Gold is an independent Registered Investment Adviser. We do not have a broker dealer as we are registered directly with the state. - Who is your custodian?
We keep client accounts at AssetMark. They only work with advisors and their clients.
- What is a fiduciary?