• 057: Fee-only vs. Fee-based Advisers

  • Apr 26 2023
  • Length: 16 mins
  • Podcast
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057: Fee-only vs. Fee-based Advisers

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  • Summary

  • Is your financial adviser, financial planner, or investment professional fee-only or fee-based? Today we talk about what each of those might mean and the different types of fee structures a fee-only adviser might have. Learn about why advisers charge on a percentage of assets, a flat fee, a subscription based fee, or on a percentage of net worth. If you are listening on Apple or Spotify, don't forget to give the show a review or rating. Thank you for your support!

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    Important Disclosures: I am not a financial adviser. Information presented is for educational purposes only and should not be interpreted as financial advice. I am here to help you better your relationship with your own financial adviser, not to be one.

     
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