How Much Should I Pay My Financial Advisor?

How Much Should I Pay My Financial Advisor?

Joe F. Schmitz Jr. CFP® CKA®

55 лет назад

1,083 Просмотров

It can be tough to know whether or not you're paying the right amount for the financial planning services you receive. Depending on the type of services you receive (or lack thereof), you could be overpaying. In this video, we go over how much you might expect to pay a financial advisor, as well as the different fees and types of advisors that go into calculating that cost.

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Disclaimer: Since we do not know your specific situation, none of this information can serve as tax, legal, insurance, or financial advice, and may be outdated or inaccurate. The information comes from sources believed to be reliable but cannot be guaranteed. This content is prepared for educational purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Peak Retirement Planning, Inc. is an Ohio based registered investment adviser and able to offer advisory services in Ohio and in other states where registered or exempt from registration.

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