What Does “Fee-Only” Mean?
Understanding How MVM Advisors Gets Paid—and Why It Matters
a fee-only Registered Investment Advisor (RIA
That means we are compensated only by the fees our clients pay us directly—not by commissions, kickbacks, or sales incentives.
Why is this important?
Because it eliminates the conflict of interest that can come with commission-based financial advice.
No Hidden Costs. No Sales Pressure. No Fine Print.
We do not receive or participate in any of the following:
- Commissions
- 12b-1 fees
- Sales loads
- Wrap fees
- Markups or markdowns
- Sub-transfer agency (Sub-TA) fees
- Shareholder servicing fees
- Surrender charges
- Revenue sharing
- Profit-sharing agreements
- Or any other hidden or undisclosed compensation
If any fund we recommend carries embedded or indirect fees, most of the custodians we work with automatically rebate those payments back to your account. In some cases, a small processing fee may apply, but you’ll always see it clearly disclosed.
Our Fiduciary Duty
We are an ERISA fiduciary, which means we are legally required to act in your best interest—always. We do not receive commissions from any fund, product, or company we recommend. Our only incentive is helping you succeed.
ERISA refers to the Employee Retirement Income Security Act of 1974, which sets the standard for fiduciary responsibility in retirement and investment planning.
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