Random Roger's Retirement Planning

MAY 10, 2023

Sure, I'm $200,000 short of my goal but you know what, I beat the market five years in a row from 2009-2013." All investments carry a certain risk and there is no assurance that an investment will provide positive performance over any period of time. All investment advisory services are offered through Dynamic Wealth Advisors.

Marketing 75

Marketing Marketing Wealth Advisor Retirement 75

Indigo Marketing Agency

NOVEMBER 20, 2020

As you know, fees for financial advisors vary depending on the investment amount, and the average fees this year ranged from $590 for smaller investors to $117,000 for mega-investors. The average advisor fee for an investment of $1 million was 1.02%, or $10,200. CIBC has 8,110 clients and 130 financial advisors.

Financial Advisor 52

Financial Advisor Wealth Advisor Clients Numbers 52

Indigo Marketing Agency

JUNE 20, 2024

As you know, fees for financial advisors vary depending on the investment amount, and the average fees this year ranged from $590 for smaller investors to $117,000 for mega-investors. The average advisor fee for an investment of $1 million was 1.02%, or $10,200. CIBC has 8,110 clients and 130 financial advisors.

Financial Advisor 40

Financial Advisor Wealth Advisor Clients Numbers 40

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. Salaske: What is an investment advisor? www.cfp.net.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59