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. Is Personal Capital for Me?

Management 80

Management Investing Investments Accounting 80

Envision Wealth Planning

MAY 23, 2022

Okay before I get fired up, let me move to talk about some highly ethical things I’ve seen financial advisors do so that we can focus our attention on increasing morality in wealth management. #1 The spouse of a client of mine recently asked me to provide a proposal for managing his SEP IRA, which he held directly at JPMorgan.

Ethics 52

Ethics Financial Advisor Financial Planning Clients 52

Sara Grillo

APRIL 21, 2022

Okay before I get fired up, let me move to to talking about some highly ethical things I’ve seen financial advisors do, so that we can focus our attention on increasing morality in wealth management. #1 1 Clear fees, clearly disclosed on website. Check out the fees page for Scott Salaske, a flat fee advisor. Jane Mepham.

Ethics 52

Ethics Financial Advisor Clients Management 52