WiserAdvisor

AUGUST 18, 2023

Knowing the types of financial advisors and their compensation models can empower you to select a professional whose approach aligns seamlessly with your financial goals, risk tolerance, and overall budget. Below are the different types of financial advisors you can choose from based on their fee model: 1.

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Good Financial Cents

JUNE 11, 2023

They charge either a percentage of assets managed or a flat hourly rate that can run as high as several hundred dollars per hour, plus trading commissions and administrative fees. They are salespeople paid to push products, earning commissions and kickbacks when they do. In stark contrast, Personal Capital is an investment advisor.

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Sara Grillo

JUNE 12, 2023

BARRY FLAGG OR STEVEN ZEIGER: So I often hear insurance professionals who are more on the sales person side of insurance professional than the fiduciary orientation of insurance profession, I often hear them say, I know how to properly structure a policy, I structure it properly, others don’t.

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