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Why Do Most Wealth Management Clients Overpay?

Why Do Most Wealth Management Clients Overpay?

Released Friday, 4th November 2022
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Why Do Most Wealth Management Clients Overpay?

Why Do Most Wealth Management Clients Overpay?

Why Do Most Wealth Management Clients Overpay?

Why Do Most Wealth Management Clients Overpay?

Friday, 4th November 2022
Good episode? Give it some love!
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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

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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.

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