Independent, Fee-Only Advising
Fiduciary ResponsibilityAt Teak Financial, you don't need to worry about hidden fees or financial products sold on commission. As a fiduciary, we are honored to act in your best interest and operate with a clean and simple fee-for-service model.
We accept no commissions, referral, back-end, or wrap fees. |
Did you know?Not all financial advisors operate in the best interest of the client. If the advisor is considered a Broker/Dealer, they may have an inherent conflict of interest by making commissions from the products they sell. Broker/Dealers may be limited in the financial advice they give and may not be able to recommend all investment options, even if they are best suited to the needs of the client.
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Our StructureFees are directly related to the amount of work necessary to develop a financial plan and review portfolios. In general, the more assets and complexity, the more is required to develop a financial plan. We don't set minimum investment or net worth requirements and believe everyone should have access to financial markets.
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Comprehensive PlanningEveryone has a different financial situation - unique goals, objectives, and various ideas about risk or value. Developing an individual financial plan requires understanding these nuances, and creatively finding ways to hit every target.
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Legal
TEAK FINANCIAL LLC is a registered investment advisory firm located in the state of Oregon. Advisory services are only available to clients or prospective clients where TEAK FINANCIAL LLC and its representatives are registered or otherwise exempt. Content presented on this website is for informational purposes only and is not intended to be a solicitation or offer of securities products. All investments carry risk - please consult your investment or tax advisor before implementing any strategy discussed here.