Good Financial Cents

JUNE 11, 2023

You see, financial advisors that focus primarily on wealth management can be costly to keep around. 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. Personal Capital to the rescue.

Management 80

Management Investing Investments Wealth Management 80

Envision Wealth Planning

MAY 23, 2022

In one case, Investopedia named an advisor to one of the “top lists” who was banned for her non-disclosure of commissions earned in a Ponzi scheme. Our fee is a fixed flat fee for ongoing investment management and financial advice and guidance as needed. I mean, I just don’t know what else to say. It’s ludicrous. What do you think?

Ethics 52

Ethics Financial Advisor Financial Planning Clients 52

Sara Grillo

APRIL 21, 2022

In one case, Investopedia named an advisor to one of the “top lists” who was banned for her non-disclosure of commissions earned in a Ponzi scheme. Our fee is a fixed flat fee for on-going investment management and financial advice and guidance as needed. I mean, I just don’t know what else to say. What do you think?

Ethics 52

Ethics Financial Advisor Clients Management 52