- How are you compensated for your services?
- What is the frequency in which financial planning engagements ...?
- How often should someone have formal financial planning advice?
- Is there a benefit to “diversifying advisors”?
- How am I connected to my investments?
- What is an independent financial professional?
How are you compensated for your services?
Only after we have a firm understanding of your needs and goals, compensation for our services can take on one of these four forms:* Fee – Fee for the engagement. This could be a flat fee or an hourly fee.
* Fee arrangement – Management fee based upon your assets.
* Commission – if there were a particular product that fit your situation, we would be able to implement a product where the product company compensates us.
* Hybrid – Combination approach Each implementation strategy has its benefits and its draw backs. The key catalyst for making a decision is based on your situation.
Only after we have a firm understanding of your needs and goals, compensation for our services can take on one of these four forms:* Fee – Fee for the engagement. This could be a flat fee or an hourly fee.
* Fee arrangement – Management fee based upon your assets.
* Commission – if there were a particular product that fit your situation, we would be able to implement a product where the product company compensates us.
* Hybrid – Combination approach Each implementation strategy has its benefits and its draw backs. The key catalyst for making a decision is based on your situation.
What is the frequency in which financial planning engagements ...?
How often should someone have formal financial planning advice?
Is there a benefit to “diversifying advisors”?
How am I connected to my investments?
What is an independent financial professional?
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