- Best Practices
- Fiduciary September
- Campaign for Investors
Moisand Fitzgerald Tamayo, LLC
On March 25, 2017
Derrick Chandler, CFP®, Principal & Financial Advisor
(407) 869-6228 ext. 105
6767 N Wickham Road, Suite 215, Melbourne, FL 32940
Dan Moisand, CFP®
Principal, Moisand Fitzgerald Tamayo, LLC
Moisand Fitzgerald Tamayo offers comprehensive wealth management, investment management and financial planning. Moisand Fitzgerald Tamayo will work with clients remotely.
Compensation methods accepted
Assets Under Management (AUM)
Fixed fee based on assets or financial circumstances
Required education for senior advisors in the firm
CFP® (Certified Financial Planner)
Link to SEC/state registration
Moisand Fitzgerald Tamayo
I wanted to work for clients as a true advisor not for a financial services company as a sales representative. The difference in perspective and outcome (between a broker and an adviser) can be significant. A broker can pull a suit off the rack that fits you ok and their boss will say they did their job. With a fiduciary, you (the client) are the boss and a fiduciary should select and tailor a suit so that you look good. Avoided conflicts are never an issue. Disclosed conflicts must be managed and can still be an issue.
Clients can proceed with more confidence that the advice they are getting is in their interest and if the advice is in question, the burden is on the fiduciary to show they acted in the clients’ best interest. In a sales relationship, the customer has the burden to show the seller mislead them.
The Institute for the Fiduciary Standard
Welcome to the Institute for the Fiduciary Standard!The Institute is a nonprofit formed in 2011 to benefit investors and society through its research, education and advocacy of the fiduciary standard's importance to investors, our capital markets and economy. Six key fiduciary duties embody the fundamental elements of an investment fiduciary’s responsibility. Read More
Why an InstituteThe rationale for an Institute for the Fiduciary Standard is straightforward: The fiduciary standard is important, representing ideas central to our form of government and free market economy; it is under significant pressures from market forces that could sharply limit its reach; no other entity is solely focused on preserving and promoting the fiduciary standard. More...