Code Waechter, LLC is a Registered Investment Advisor (RIA) through which we provide investment services.
- As a Registered Investment Advisor (RIA), we operate under the fiduciary standard for all investment accounts that we manage for our clients.
- With our RIA structure, we do not and cannot receive commissions for any investment products or investment accounts that we handle. We operate only under a fee-based model. We believe this is the optimal platform to eliminate conflicts of interest. Our only financial incentive is to make you (and keep you) a satisfied client.
- We are transparent with our fee structure and all fees and costs within a client’s investment account.
- We provide detailed portfolio analysis, investment recommendations, and performance reporting.