Fees & Transparency
About Us
Transparency
At Credent Wealth Management, we claim compliance with the Global Investment Performance Standards (GIPS®), the highest voluntary standard in transparency for investment performance. We also choose to undergo annual, independent verification, which means we choose to pay for third-party auditing not because it’s required but because it’s best for our clients. It allows us to:
Share actual client portfolio performance so you can see the outcomes of real individuals who have planned and invested with Credent.
Provide you with an authentic and complete representation of our present and past performances so you can see our high-quality due diligence and risk management capabilities.
Show you that you can trust us to invest your money while keeping your interests and goals the priority.
In addition, we are a member of the National Association of Personal Financial Advisors (NAPFA), the standard-bearer for fee-only, fiduciary financial advisors advocating for high professional and ethical standards. We’re committed to providing the highest quality, client-centered services tailored solely to your interests and aligned with your goals.
How Do We Get Paid?
It’s important to us that you understand what is happening with your money every step of the process, including how we make money working with you. It’s always our goal to provide more value than we receive. That’s why we’ve set up our fee schedule in a way that you reap the benefits first. We do better when you do better. How?
We charge an advisory rate with no hidden fees or commissions.
Unlike many investment firms that may trade your account multiple times and charge per trade or place your account in a product that pays the highest commissions rather than one that will benefit you the most, our advisory fee is based on a percentage of your account’s value.
Invest more, pay less.
We offer a household-tiered system that rewards you for consolidating all your assets with Credent. When you diversify among multiple advisors, you often get charged the highest fees at each firm. We have a sliding fee schedule, which means that the more you invest, the lower the percentage you pay. When you invest all your assets with us, you can capitalize on the lowered fee percentage.
GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. To obtain GIPS-compliant performance information for the firm’s strategies and products, please contact Credent Wealth Management at [email protected]
Please contact us for a copy of our most recent performance composite.
Our Locations
Find a location.
Find our office nearest to you and schedule a complimentary appointment with one of our experienced advisors today. If there is not an office currently in your area, please fill out our contact form or email [email protected].
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