Brooks Campany is the Market President, Oxford, MS at Argent Trust Company. For 11 years, Brooks is bringing fiduciary services to individuals, families, endowments, and foundations. At Argent, they bring an unbiased approach to protecting, managing and growing wealth. By using a fiduciary approach to wealth management, she is able to work with clients, attorneys, and accountants to design and administer a unique plan for our families and institutions.
The advisor should not be incentivized to push his own agenda but by always doing what is best for the client. A fee based on a percent of the assets managed is a safe arrangement. When the client’s assets increase, then the advisor’s fee increases.3 August 2021