FAQ’s
Fee-only
The only source of compensation we receive is from fees paid directly to us, from our clients. This could be in various form; an hourly fee, a retainer fee or a fee based on a percentage of the assets under investment management.
Fiduciary
As a fiduciary, our clients best interests are our priority. We put our clients needs first.
Don’t all Advisors put their clients needs first? Aren’t they all fiduciaries? Actually, no. It is important you ask the individual you are working with if they are a fiduciary, and if they are not, why not and how this affects the advice you receive.
Location
Although we are based out of Omaha, Nebraska, our clients are truly global. We work with clients throughout all states, and overseas. We are very flexible, so there is no need to come into a physical office, although we arrange that for clients who are local, if required.
Who are your typical clients?
Our typical clients are likely to look exactly like you. If you are looking for assistance with reaching your goals, creating a plan, addressing your financial issues or having your assets managed by a professional as you don’t have the time or experience, our services can provide a solution.
The large majority of our clients have cross-border/international considerations however, we do work with US domestic only clients also.
As we don’t have a minimum asset requirement, nor an income requirement, nor a minimum fee per annum payable, our services may look different to those you have experienced before.
Speaking and workshops
Our Founder takes part in various speaking opportunities, but more regularly hosts workshops locally, and online. You can check our events tab for information about upcoming events!
Website Content
The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Fyvie Financial, LLC (referred to as "Fyvie Financial") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement and suitability for a particular purpose. Fyvie Financial does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall Fyvie Financial be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if Fyvie Financial or a Fyvie Financial authorized representative has been advised of the possibility of such damages. In no event shall Fyvie Financial, LLC have any liability to you for damages, losses and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.