This broker vs. financial advisor debate got ABSOLUTELY crazy!
Sara Grillo
DECEMBER 12, 2022
“It comes down to the client’s needs, what the strategy is going to provide for the client, and then we look at how we can efficiently affect how those costs hit that client in their portfolio.” – Charles King. 16:44 There was a question of how a retainer or ongoing fee disincentivizes the advisor from fighting to provide value.
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