Commission Fee Only Presentation 
The Big Picture
SEPTEMBER 5, 2024
billion in fee only asset flows for the full year 2013; 37% of Morgan Stanley wealth management’s total client assets are now in fee based accounts a record high. This also gets reflected in his presentations on Wall Street – if you ever get a chance to see one, Don’t-Walk-Run to be in that audience.
WiserAdvisor
JULY 22, 2022
The advisors can be differentiated based on the fee structure they use to charge fees such as fee-only, commission-only, hourly-fee, monthly fee, etc. Do note that you will have to pay the fees in the present no matter how your returns turn out in the future.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Inside Information
FEBRUARY 27, 2023
The leading tip of the spear was the first fee-only financial planners, who publicly and even defiantly sat on the same side of the table with their clients. The whole idea of turning financial customers into clients was invented in the fee-only financial planning world.
Sara Grillo
AUGUST 14, 2023
If their sole method of compensation is a product, and/or they are taking commissions, then in reality it is less likely they are embracing all the values that the standard requires. Commissions are opaque. It should be presented in complete and with total clarity in a plain language way that they can understand.
WiserAdvisor
SEPTEMBER 13, 2022
can come in the way of your plans and present challenges every now and then. Having said that, it is also essential to not get swayed by the present and undermine the future. If you add retirement planning on top of all this, you are more likely to compromise your present financial needs. every once in a while.
WiserAdvisor
SEPTEMBER 14, 2022
can come in the way of your plans and present challenges every now and then. Having said that, it is also essential to not get swayed by the present and undermine the future. If you add retirement planning on top of all this, you are more likely to compromise your present financial needs. every once in a while.
Sara Grillo
JANUARY 9, 2023
Specific examples: Educating financial advisors of all business models (AUM, fee only, commission, etc.) Executing outreach to college students to encourage them to avoid predatory wirehouse and insurance training programs and pursue fee-only paraplanning jobs instead. What can advisors do? Here are tips.
Expert insights. Personalized for you.
228 
Let's personalize your content