Harness Wealth

MAY 25, 2023

The primary fee structures are: Fee-only : Advisors only receive payment from their clients for the services they provide, not receiving any commissions or other incentives from product providers. Fee-based : This structure is a blend of fees and commissions. How Much Should I Expect to Pay for Financial Advice?

Financial Advisor

Sara Grillo

APRIL 10, 2023

Early on in his entrepreneurial journey, Scott saw firsthand the inherent flaws and conflicts of interest in the traditional sales and product driven approach, as several family members had lost a significant portion of their hard-earned life savings to high-cost, commission-based investment products and inappropriate advice.

Investments

The Big Picture

JUNE 11, 2024

We were basically dealing with 401k plans that were from startup to a hundred or so million. They still got their website, they still got their financial consultant in the branch. They have, they’re duly registered and they’re, they’re making money on commission. Well, we have 60, 70,000 private clients.

Planning