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Kiely Capital Management
Bernie and Yvonne Kiely
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NAPFA Fiduciary Oath

The advisor shall exercise his/her best efforts to act in good faith and in the best interests of the client. The advisor shall provide written disclosure to the client prior to the engagement of the advisor, and thereafter throughout the term of the engagement, of any conflicts of interest, which will or reasonably may compromise the impartiality or independence of the advisor.

The advisor, or any party in which the advisor has a financial interest, does not receive any compensation or other remuneration that is contingent on any client's purchase or sale of a financial product. The advisor does not receive a fee or compensation from another party based on the referral of a client or the client's business.

What the Fiduciary Oath means to you - the client:

  • The advisor shall always act in good faith and with candor.
  • The advisor shall be proactive in disclosure of any conflicts of interest that may impact the client.
  • The advisor shall not accept any referral fees or compensation that is contingent upon the purchase or sale of a financial product.

 

       

 
 
Phone: 973-455-1894 | 51 Dumont Place, Morristown, NJ 07960 | Get directions!

Kiely Capital Management offers financial planning and investment advice. Serving Central and Northern New Jersey, Yvonne and Bernard (Bernie) Kiely provide over 25 years of experience offering discretionary asset management, retirement planning and income tax preparation. KCM is registered with the State of New Jersey as a Registered Investment Advisor.

“The only thing we sell is good advice.”

 

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