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. Typically, these advisors are skilled in multiple areas, such as general wealth management or estate planning.

Financial Advisor 52

Financial Advisor Fiduciary Duty Certified Financial Planner Financial Planner 52

Truemind Capital

SEPTEMBER 10, 2019

Investment management is never a part-time activity but a full-time job. Quality investment management is much more than selecting schemes from star-rating websites or buying a stock based on little insights. Unchecked conflict of interest can ruin your investment returns. 🔊 Play Audio.

Investing 52

Investing Investments Asset Allocation Fiduciary Duty 52

Carson Wealth

JANUARY 14, 2023

CFP ® , Director of Consumer Investment Research  Being a fiduciary is holding a duty to a client that a financial advisor will act in the best interests of the client rather than the best interests of the advisor, the advisor’s employer, or any other entity. This may sound simple.

Financial Advisor 52

Financial Advisor CFP Risk Tolerance Certified 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

Sara Grillo

NOVEMBER 14, 2022

Financial advisors have many options at their hands to solve it, from financial planning and investment management services to fixed products such as annuities. Yet the investment and insurance communities seem to be on two different sides of the fence when it comes to a solution. The retirement crisis in America is real.

Insurance 59

Insurance Financial Advisor Retirement License 59