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057: Fee-only vs. Fee-based Advisers

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Manage episode 361741589 series 3294668
Content provided by Kelly Palmer, Kelly L. Palmer, and CFA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kelly Palmer, Kelly L. Palmer, and CFA 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.

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!

Subscribe to my newsletter: advisercheckup.substack.com/welcome/

Check out my website: https://www.advisercheckup.com

Connect on Instagram: https://www.instagram.com/advisercheckup/

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.

  continue reading

61 episodes

Artwork
iconShare
 
Manage episode 361741589 series 3294668
Content provided by Kelly Palmer, Kelly L. Palmer, and CFA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kelly Palmer, Kelly L. Palmer, and CFA 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.

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!

Subscribe to my newsletter: advisercheckup.substack.com/welcome/

Check out my website: https://www.advisercheckup.com

Connect on Instagram: https://www.instagram.com/advisercheckup/

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.

  continue reading

61 episodes

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