Which is Better - Flat Fee or AUM?
Is it better to pay your financial advisor a fee based on a percentage of your assets? Or a flat fee based on their knowledge, experience and the services you receive? I share some thoughts
Is it better to pay your financial advisor a fee based on a percentage of your assets? Or a flat fee based on their knowledge, experience and the services you receive? I share some thoughts
Advisory fees have increased lately due to the market rising. Old fashioned advisors are being paid more. Are clients getting more services equal to the higher fees they are paying?
This article has some thoughts on breakdowns between what types of investment accounts you have.
There are three things every financial advisor should do annually. Here I break them down.
I wanted to share a few tips I have picked up over the years from clients I consider to be successful when it comes to life balance.
My firm is quite a bit different than others out there. Here I quickly share some of the ways.