Before you agree to work with a financial advisor, you need to understand exactly how they’re compensated. If you’re afraid you’ll seem rude by asking, don’t worry: Your advisor is required to ...
A recent report by research firm Cerulli Associates found that affluent clients are most interested in fee-based planning models. The survey found that 36% of affluent investors say they prefer ...
What Is a Fee-Based Advisor? A fee-based advisor is a finance professional who is paid by the fees they charge their clients. While they are primarily compensated through client fees, they may also ...
Most financial advisors are compensated by fee-based models, and by 2026, more than three-quarters of the wealth management industry is expected to operate on a fee-based model, according to the ...
When looking for a financial advisor, you’ll encounter various compensation arrangements, including fee-only advisors and fee-based advisors. Fee-only advisors and fee-based advisors sound very ...
Within the financial advisory industry, there’s plenty of debate about whether the fee-only model is always best for clients. That’s a separate question from adhering to the fiduciary standard, which ...
Those seeking a financial advisor will encounter two types of fee structures: fee-only and fee-based. The difference between the two might not be immediately apparent. Still, as you research advisors ...
This year the top three firms in FP's exclusive study of RIAs that do not do any commission business manage nearly $120 ...
Jean Folger has 15+ years of experience as a financial writer covering real estate, investing, active trading, the economy, and retirement planning. She is the co-founder of PowerZone Trading, a ...