The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest. There are no guarantees that working with an adviser will yield positive returns.
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This is not an offer to buy or sell any security or interest. We do not manage client funds or hold custody of assets, we help users connect with relevant financial advisors. SmartAsset does not review the ongoing performance of any Adviser, participate in the management of any user's account by an Adviser or provide advice regarding specific investments. SmartAsset receives compensation from Advisers for our services. SmartAsset's services are limited to referring users to third party advisers registered or chartered as fiduciaries ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching platform based on information gathered from users through our online questionnaire. Securities and Exchange Commission as an investment adviser. SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, is registered with the U.S. Diamond members get three free wires/month Free for Citi Private Bank, Citigold® Private Client and Citi Global Executive Preferred accounts Free if processed online and in foreign currency worth at least $5,000 USD Three free transfers per quarter for customers with $100,000 or more in household balances. Select the Transfer I Zelle tab until you see a menu pop up. Sign into your Bank of America online banking. ACH: another electronic transfer option, usually used within the US only, with relatively low fees. Sign in to Bank of America’s online banking. Domestic wires can arrive on the same day they’re sent in some cases. Free for Platinum and Platinum Honors Preferred Rewards customers. Wire transfer: bank wires are a type of EFT usually available both domestically and internationally, and are often used for higher value payments. Free for Interest Checking/Advantage accounts and Preferred Rewards customers.