Walkner Condon Financial Advisors

APRIL 21, 2023

Regardless of how an advisor is compensated, it’s important that they are transparent about their fees and any additional compensation they may receive. How we are Compensated At Walkner Condon we use the assets under management (AUM) model. We get paid based on a percentage of a client’s assets that we manage.

Certified Financial Planner 52

Certified Financial Planner Financial Advisor Fee Only Financial Planner 52

Walkner Condon Financial Advisors

APRIL 17, 2023

Regardless of how an advisor is compensated, it’s important that they are transparent about their fees and any additional compensation they may receive. At Walkner Condon we use the assets under management (AUM) model. We get paid based on a percentage of a client’s assets that we manage. How are we compensated?

Fee Only 52

Fee Only Financial Advisor Certified Financial Planner Commission 52

Park Place Financial

SEPTEMBER 8, 2022

As valuable as professional financial services are, not every advisor is equipped to help every investor. For instance, a high net worth individual requires an advisor who understands their complex financial situations. Reflect on Your Financial Situation . Wealth Manager .

Financial Advisor 52

Financial Advisor Fiduciary Duty Certified Financial Planner Financial Planner 52

International College of Financial Planning

AUGUST 31, 2023

However, relying on a single asset class or Investment within an Asset class can be risky and limiting. This is where diversifying your investment portfolio comes into play. Diversifying your investment portfolio is a vital strategy for managing risk, optimizing returns, and achieving your financial goals.

Portfolio 52

Portfolio Certified Financial Planner Investing Investments 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 Risk Tolerance Certified Financial Planner 52