In a move that has bewildered many CFPs, the CFP Board of Standards just took a giant step backward in transparency. It chose to no longer inform consumers searching for a CFP of advisors’ compensation models.
Tag Archives | Advisor fees
If you are looking for an investment advisor, the number of companies and advisors from which to choose is almost overwhelming. The case is almost opposite if you are looking for a fiduciary financial planner—one who is client-centered and advice driven, where the focus is not on selling high-commission financial products but delivering advice for […]
Before you put money into an investment, you need to know the fees that will affect your returns. Unfortunately, discovering those fees isn’t easy. Here are some suggestions to help you ask the right questions and get complete answers. 1. Be prepared. When you meet with an advisor or salesperson, take a list
Investment fees matter. They can make a big difference to your financial health in the long run. Before you put money into any investment, it’s vital to uncover the real costs. They typically include these six types of fees:
One of the most important factors affecting the success or failure of your investments is also one of the least visible: fees. When it comes to selecting managed financial investments like retirement plans, mutual funds, exchange-traded funds, annuities, and private real estate investment trusts, it’s essential to know how much you will be charged in […]