Explaining Advisor Fees

Financial AdvisorsInvesting
Written By David Creekmore

This video explains the various ways to charge for financial planning and investment management, emphasizing their fee-only model, which means their fees come directly from clients without any kickbacks or commissions. Below is the summary of what you will learn.

  • Fee-Only and Independent Model: Explains our fee-only and independent (not Wall Street) model. 0:51

  • Types of Fees: Outlines different fee structures, including percentage-based (AUM), flat-based, hourly fees, and commissions, explaining their suitability for various financial planning and investment management services. 1:43

  • Household CFO Approach: Describes our household CFO approach, which involves continuous support through financial transitions, expertise in aging and advanced illness issues, and serving multi-generational families under a single client profile. 2:59

  • Investment Fee Savings: Highlights our low advisory fees and the potential savings. 4:08

David Creekmore
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