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Some advisors may operate on a fixed-fee structure which means the fee is stated in advance and doesn’t change based on the amount of assets a client has with the advisor. For example, an ...
The cost basis of an asset is important to you for two primary reasons – tax planning and investment planning. These two reasons are related because only with the proper investment planning can ...
Many advisors also offer financial planning services and help you plan for retirement, save for a child’s college tuition, plan your estate and more. How …
Investment advisors and financial planners are two of the most common types of financial advisors … Continue reading → The post Investment Advisor vs. Financial Planner: Which Is Right for You ...
This is because funds have both fixed and variable expenses, but most expenses are variable. Variable costs are fixed on a percentage basis. For example, assuming there are no breakpoints, a .75% management fee will always consume .75% of fund assets, regardless of any increase in assets under management.
Fees vary from advisor to advisor. Here’s what you need to know to ensure you fully understand how much a financial advisor costs before hiring one.
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