In The News
IN THE NEWS
MEDIA RELATIONS INFORMATION
Legend Financial Advisors, Inc.® (Legend) Takes Great Strides to Cultivate Positive and Long-standing Relationships with the Financial Media.
Legend’s Advisory Team is Always Accessible in Assisting the Financial Media In Order To Better Inform and Educate the General Public. Legend’s Advisory Team is Available to Contribute to Stories on Financial Planning, Investment, as well as Practice Management Issues for the Financial Advisory Industry.
FINANCIAL PLANNING AND INVESTMENT ARTICLE CONTRIBUTIONS
Legend’s Advisors are Available to Contribute to or Write Articles for Online and Print Publications on a Continuous Basis. Subjects and Themes That can be Written About Include, but are Not Limited to:
MEDIA FACT SHEET
Legend Financial Advisors, Inc.® (Legend) is a Fee-OnlyxThe National Association of Personal Financial Advisors (NAPFA) Defines a Fee-Only Financial Advisor as One Who is Compensated Solely by the Client with Neither the Advisor nor any Related Party Receiving Compensation that is Contingent on the Purchase or Sale of a Financial Product. Neither Advisors or their Firms May Receive Commissions, Rebates, Awards, Finder’s Fees, Bonuses or Other Forms of Compensation from Others as a Result of a Client’s Implementation of the Individual’s Planning Recommendations. "Fee-Offset" Arrangements, 12b-1 Fees, Insurance Rebates or Renewals and Wrap Fee Arrangements that are Transaction Based are Examples of Compensation Arrangements that Do Not Meet the NAPFA Definition of Fee-Only Practice.
Source: NAPFA.org1, FiduciaryxThe Department of Labor’s Definition of a Fiduciary Demands that Advisors Act in the Best Interests of their Client, and to Put their Clients’ Interests Above their Own. It Leaves No Room for Advisors to Conceal any Potential Conflict of Interest, and States that all Fees and Commissions Must be Clearly Disclosed in Dollar Form to Clients.
Source: InvestopediaU.S. Securities and Exchange Commission Registered Investment Advisory firm with its Headquarters Located in Pittsburgh, Pennsylvania. Legend Provides Personalized Wealth Management Services which Includes Financial Planning and Investment Management to Individuals and Families, Business Entities, Medical Practices and Non-Profit Organizations as well as Retirement Plans. Legend and its Advisors are FiduciariesxThe Department of Labor’s Definition of a Fiduciary Demands that Advisors Act in the Best Interests of their Client, and to Put their Clients’ Interests Above their Own. It Leaves No Room for Advisors to Conceal any Potential Conflict of Interest, and States that all Fees and Commissions Must be Clearly Disclosed in Dollar Form to Clients.
Expertise and Differentiation
Legend’s Advisory Team Members are Routinely Sought by Professional Associations, the National Media, Industry Vendors, Professional Publications, and Other Advisory Firms to Speak, Write, and/or Provide Counsel Regarding our Industry Leading Client Advisory Practices and Financial Knowledge.
For Further Information and/or to Schedule an Interview with One of Legend’s Advisors, Please Contact:
Christopher J. Kail
Director of Marketing
Legend Financial Advisors, Inc.®
5700 Corporate Drive, Suite 350
Pittsburgh, PA 15237
Phone: (412) 635-9210
Toll Free: (888) 236-5960
Fax: (412) 635-9213
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