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Why Do Most Wealth Management Clients Overpay?

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Manage episode 346107810 series 2939409
Content provided by Brownlee Wealth Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brownlee Wealth Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode, we talk about wealth management fees. Why is the average person overpaying? Why does the average person not even know what they're paying? (hint: Wall Street made it this way) We end the episode outlining the various options and costs available to investors.

For more information and show notes visit: https://bwmplanning.com/episode37

Connect With Us:

Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_c

Linkedin - https://www.linkedin.com/company/brownlee-wealth-management/

Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or investment advice. If you have questions pertaining to your specific situation, please consult the appropriate qualified professional.

  continue reading

79 episodes

Artwork
iconShare
 
Manage episode 346107810 series 2939409
Content provided by Brownlee Wealth Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brownlee Wealth Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode, we talk about wealth management fees. Why is the average person overpaying? Why does the average person not even know what they're paying? (hint: Wall Street made it this way) We end the episode outlining the various options and costs available to investors.

For more information and show notes visit: https://bwmplanning.com/episode37

Connect With Us:

Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_c

Linkedin - https://www.linkedin.com/company/brownlee-wealth-management/

Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or investment advice. If you have questions pertaining to your specific situation, please consult the appropriate qualified professional.

  continue reading

79 episodes

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