Sara Grillo
AUGUST 25, 2023
I created this list of financial advisors for small accounts (less than $300,000 in assets) because there are alot of schmucks out there hawking crap products to people with portfolio of this size, and I don’t think it’s fair. Pure fiduciaries These are advisors who hold no insurance or brokerage licenses and are considered pure fiduciaries.
WiserAdvisor
JUNE 2, 2023
These professionals also hold expertise in various fields, such as retirement planning, tax management, estate planning, investment management, insurance, debt management, wealth management, and more. Stockbrokers require a state license to carry out their practice and must have cleared FINRA-administered securities exams.
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Sara Grillo
NOVEMBER 14, 2022
He is a flat fee advisor; not a licensed insurance agent. With annuities now being able to be offered in 401k plans, the playing field has changed. Fee only advisors can now purchase annuities for their clients without having to be licensed agents. Some are market-based, the level of interest credited to the account can vary.
WiserAdvisor
NOVEMBER 21, 2022
Unlike the average investor or other financial professionals, a CFP is a licensed expert in areas like estate planning, taxes, retirement, insurance, and investment planning. Equally important for sustaining their license is the professional conduct of the CFP, which is subjected to great scrutiny by the Board.
Sara Grillo
APRIL 10, 2023
If you have the wrong political views, access to your bank account could be at risk. The idea centered on the concepts of simplicity, keeping total investment costs and taxes extremely low and developing a custom investment plan for each client using low-cost asset class and index funds. That’s crazy.
Good Financial Cents
APRIL 10, 2023
Still, looking over all their financial accounts left me absolutely dumbfounded. Most experts recommend stashing away three to six months of expenses somewhere you can easily access it, such as a high-yield savings account. Click below to open an account today! How much do you need in your emergency fund?
Sara Grillo
DECEMBER 12, 2022
In the absence of a securities account, what value do you provide to your clients? ” Is it just the fees that are directly debited out of an account, or is the cost of a product (such as an insurance product) relevant? He holds multiple FINRA licenses and he is associated with The Leaders Group, and independent broker-dealer.
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