Peninsula Wealth only earns what the client and us agree upon in writing. We are not allowed to make any commissions or “kick backs” for products and services we recommend. Fee Only is often confused with “Fee Based” where a firm may also receive compensation for recommending certain products and services. This is why Peninsula Wealth has been winning a lot of business from the Brokers Dealers and Banks. We don’t have the same inherent conflicts that they do.
Peninsula Wealth, LLC and Fidelity Investments are independent companies and are not affiliated. There is no form of legal partnership, agency, affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investmentshas not been involved with the preparation of the content supplied in the Peninsula Wealth, LLC website and does not guarantee or assume any responsibility for its content. Clearing, custody and other brokerage services may be provided by National Financial Services, LLC or Fidelity Brokerage Services, LLC.
This website is a publication of Peninsula Wealth, LLC. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented. Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto. Peninsula Wealth, LLC is registered as an investment advisor with the Securities Exchange Commission. Peninsula Wealth, LLC only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.