Learn all About Adviser Fees Part 1

Episode 002 | Adviser Checkup Podcast

This episode begins my 2 part series on adviser fees. You will learn more about the common asset based advisory fee as well as the lesser known, more indirect fee, called soft dollars. Of course, I use an analogy of fine wine to make an otherwise boring discussion more palatable. Be sure to subscribe wherever you listen to podcasts so you can tune in next week for part 2!

Be Financially Well,

Kelly