International College of Financial Planning

OCTOBER 26, 2023

Financial advisors guide individuals in managing their finances and achieving financial goals. The world of financial advising is diverse, with various specializations. Beyond Investments: Their expertise is wider than stocks and bonds.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

Harness Wealth

MAY 25, 2023

Besides the fees paid by clients, fee-based advisors may also receive commissions on certain financial products they sell. Here, we’ll break down the different types of fees that financial advisors charge in 2023. The percentage charged usually depends on the value of the assets the advisor is managing.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

Carson Wealth

JANUARY 14, 2023

Non-Fiduciary Not every financial professional is required to hold a fiduciary standard of care. Financial advisors who charge asset management fees, direct financial planning fees, hourly fees or retainer fees to a client are structurally investment advisor representatives.

Financial Advisor 52

Financial Advisor CFP Certified Financial Planner Risk Tolerance 52

The Big Picture

NOVEMBER 15, 2022

So for a while, I ran Wells Fargo’s 401(k) business because they had acquired that as part of Wells Fargo Nikko Investment Advisors. You can go get some turnkey asset management program. As an advisor, you could get somebody’s model portfolio, or you could hire some, you know, three CFAs and do it yourself.

Management 268

Management Assets Portfolio Investing 268