Miami Breach of Fiduciary Duty Attorney

All financial advisors owe a duty of fidelity to each customer. This duty requires financial advisors to disclose in understandable terms the risks of each investment that is recommended to the customer. Also, this duty requires financial advisors to recommend investments that are suitable for the investments needs and objectives of the customer. A breach of fiduciary duty occurs when the financial advisor fails to meet those obligations.  An implied fiduciary relationship will exist when there is a degree of dependency on one side and an undertaking on the other side to protect or benefit the dependent party.  A fiduciary relation may result from an offer of assistance where the nature of the proposal is one that is naturally calculated to repose confidence and trust in the one making the proposal.

Carlson & Associates, P.A. has experience in handling cases involving breach of fiduciary duty and all Miami investment fraud.

Contact our Miami Investment Fraud Attorneys

Carlson & Associates, P.A. has years of experience helping Miami clients with investment fraud, corporate & partnership disputes, officer liability and coverage & legal and accounting malpractice. Contact us online or call 305-372-9700 for more information or assistance.