Fee-only vs. Fee-based Advisers

Written By Kelly Palmer

Episode 057 | Adviser Checkup Podcast

Is your financial adviser, financial planner, or investment professional fee-only or fee-based? Today we talk about what each of those might mean and the different types of fee structures a fee-only adviser might have. Learn about why advisers charge on a percentage of assets, a flat fee, a subscription based fee, or on a percentage of net worth.

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Be Financially Well,

Kelly

Kelly Palmer
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