Once Share Class Assured, your mutual fund and annuity share classes are GUARANTEED to be the most cost effective share class. If you incur a loss due to owning the wrong share after being certified, we will refund the lost differential between the share classes. This level of investor protection has never been offered before. We conduct a proprietary cost differential analysis of your mutual fund or annuity share classes in order to determine if the share classes you were sold are the most cost effective. There is no longer any reason to throw away money by owning the wrong share class. Don't wait until you retire to find out you could have made a simple change that would have added tens of thousands to your retirement nest egg. Share Class Assurance costs $99.00.
According to the SEC, if you purchased a mutual fund and were sold the wrong share class, an admitted widespread problem, you are entitled to a refund of the principal plus interest; paid promptly. We will determine if you were sold the wrong share class and how much your potential refund should be. We charge a fee of $99.00. If you were not overcharged, you owe us nothing.
Simply purchase one of our business cards and present to your financial advisor. Simply explain that you have retained Fiduciary Integrity to conduct a cost differential analysis of the share classes in your investment portfolio. The following conversation may very well save you tens of thousands. Our fee is $19.99.
According to the SEC, if you were sold the wrong mutual fund share class and unknowingly paid excessive fees then you are entitled to that money back plus interest; paid promptly.
It's a very simple process to find out if you are entitled to a refund.