Remove Certification Remove Financial Advising Remove Financial Consultant Remove Portfolio
article thumbnail

What Do Financial Adviser Designations Mean? What are the Letters after a Name?

Carson Wealth

Professional Certifications for Financial Advisors. Professional certifications and degrees, or the letters that come after a name, represent additional steps an advisor has taken on their professional journey. . ChFC ® – Chartered Financial Consultant. iv There are hundreds of specialized designations.

article thumbnail

Why do Physicians Need Financial Advisors and How to Find Them

WiserAdvisor

Diversifying portfolios with stocks, bonds, real estate, and other investment vehicles can be another way to save for retirement. A financial advisor can help physicians create a diversified portfolio that is well-aligned to their needs, risk, age, and income.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Average Fees for Financial Advisors in 2023

Harness Wealth

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. and 2% A $500,000 portfolio could cost between $2,500 and $10,000 per year. Between 0.5%

article thumbnail

Crypto – just a rock, or a good investment? (debate got wild)

Sara Grillo

” -Scott Salaske Salaske says that it would be have to have a growth driver or utility, or else it would be like picking up a rock and putting it into your portfolio. Wright argues that we could diminish any asset that way, even stock certificates. That’s it.” Gold has transaction value. All value is relative.