Fee Only Fiduciary Duty Marketing 
Darrow Wealth Management
NOVEMBER 4, 2024
Consider this: you walk into a Bank of America branch and ask for the best type of savings account on the market. Only registered investment advisors have a full-time fiduciary duty to their clients. This AUM based fee structure is common among fee-only advisors who are almost always full-time fiduciaries.
Sara Grillo
AUGUST 14, 2023
I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Why is the fiduciary standard important in financial advice? The word “fiduciary” is not a marketing term, not just something you throw out there to virtue signal.
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WiserAdvisor
AUGUST 18, 2023
Below are the different types of financial advisors you can choose from based on their fee model: 1. Fee-only financial advisors Average cost: $200 to $400 an hour/ $1,000 to $3,000 per plan/ 1.18% to 0.59% of AUM Fee-only financial advisors are professionals who do not receive commissions from selling financial products.
International College of Financial Planning
AUGUST 31, 2023
Diversifying investment will minimize the impact of market fluctuations on your portfolio. Asset allocation helps you weather market ups and downs, ensuring that the performance of one asset class doesn’t have an overwhelming impact on your portfolio.
WiserAdvisor
MAY 31, 2022
Ask about the investment, returns, company backing, market experience, product features, specifications, and other details. Further, promises of high yield on well-established market indices could be a sign of worry. Hence, be careful and adopt the opposite approach. If the person dodges the questions, it could be a red flag.
Inside Information
SEPTEMBER 28, 2021
It says that the fiduciary duty covering investment advisors would apply to the entire advisor-client engagement, and arise as a matter of law whenever an investor gives an RIA his/her trust and confidence. To understand how, we need to back up a bit.
Sara Grillo
NOVEMBER 14, 2022
I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Fee only advisors can now purchase annuities for their clients without having to be licensed agents. Do advisors breach fiduciary duty when they fail to recommend annuities?
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