On this week's episode I want to talk about fees. It's a huge issue within my world. More importantly, it's an even even bigger issue in the lives of clients. Fees can take the form of sales commissions, percentage of assets that an advisor manages, hourly fees and more. It's confusing and it's why I operate under a single flat fee structure.
That's right. I charge one flat fee, $8,400 a year, for financial planning and investment services based on my knowledge and experience. I do not charge based on sales products or what the stock market does.
Subscribe to The Equity Compensation Guidebook on
Apple Podcasts, Spotify
Show notes by
PODCAST FAST TRACK
https://www.podcastfasttrack.com
Podchaser is the ultimate destination for podcast data, search, and discovery. Learn More