Hosted on MSN1d
We’re in our 40s with nearly $10 million – what type of financial advisor should we use to avoid getting ripped off?The title is: “At $10M NW, should we use a fee-only financial advisor, a robo-advisor, or manage ourselves? How did you ...
Bankrate on MSN3d
How much does a financial advisor cost?One of the main factors people consider when deciding whether to hire a financial advisor is cost. But costs can vary ...
Many in the broad financial advice industry expect fees advisors charge to clients for managing money and performing a variety of services to change in the next decade. But no one knows with ...
When looking for a financial advisor, you’ll encounter various compensation arrangements, including fee-only advisors and fee-based advisors. Fee-only advisors and fee-based advisors ...
The type of advisor that is better for you depends on what your financial needs are. For core investing and planning advice, ...
RIAs who want to work in Schwab’s referral program should have at least $250 million in assets under management when starting ...
A 12b-1 fee is an annual marketing or distribution fee on a mutual fund charged to investors. It is generally between 0.25% and 0.75% (the maximum allowed) of a fund's net assets and must be disclosed ...
Many advisors offer services by the hour and this may help you save money in the long run compared to paying an annual fee for decades. Typical cost: Typically around 0.25 percent of assets ...
An advisor with a $2 million account who is used to paying Schwab $5,000 a year for the referral will now pay $5,250. And if they have a $7.5 million account through the referral, they’ll pay ...
Some results have been hidden because they may be inaccessible to you
Show inaccessible results
Feedback