Flat‑fee financial advisors offer transparent pricing and predictable costs.

Paying a 1% annual fee to a financial advisor for managing a $2 million investment portfolio is pretty typical, but that doesn’t necessarily mean it’s the right amount for every investor. Even ...

My advisor charges a 2% fee for financial advice. He does not provide tax advice. My portfolio is currently worth around $850,000. Does this fee sound appropriate? – Tim Without knowing the full scope ...

A lot of people pay their financial advisory fee—0.75%, 1%, 1.25%—without stopping to ask, “Am I getting value for this?” It’s widely accepted as the industry standard. But if all you’re receiving ...

In a world where every dollar counts, knowing exactly where your money goes is essential. You trust a financial advisor to help you manage your wealth, plan for retirement or invest for the future.

Camino Digital Advisors, an independent investment advisory firm, has formally reaffirmed its core operating principle: Fiduciary Commitment ("Compromiso Fiduciario"). The firm states that this ...

Jeff takes the pod solo this week to talk to Matt Matrisian, chief channel officer at AssetMark. They evaluate the current structure of fees and look at how advisors can use benchmarking to optimize ...

XYPN kicked off its fourth annual conference with a series of announcements on recently completed and upcoming integrations, as well as benchmarking figures, in front of roughly 300 of the ...

Understand how payment structures affect costs, incentives and transparency when working with financial advisors Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is a staff money ...

As a foodie, I often compare investing to the decision to either cook at home or dine out. Let’s say you decide to stay in and eat spaghetti. Should you use a pre-packaged jar or make it from scratch?

Discover the advantages of fee-based and fee-only advisory models for transparent, predictable financial planning and how they benefit clients and advisors alike.

Asset-based fee compression among financial advisors is expected to escalate by 2026, according to new research from Cerulli Associates. Processing Content In a survey of financial planners, advisors ...