While a growing share of affluent investors say they prefer fee-based financial advice, many still opt for other compensation models, according to new research from Cerulli Associates. Cerulli’s ... Financial Advisor: Why More Investors Now Say Financial Advice Is Worth The Fee My advisor charges a 2% fee for financial advice.

Understanding the Context

He does not provide tax advice. My portfolio is currently worth around $850,000. Does this fee sound appropriate? – Tim Without knowing the full scope ...

Jarrad Brown - Australian Expat Financial Planner Singapore

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Jarrad Brown - Australian Expat Financial Planner Singapore
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Key Insights

The Wall Street Journal on MSN: Commission vs. fee-based financial advisor: Which is best? Financial Planning: Affluent investors prefer 'fee-based' planning — but do they understand it? While fee-based financial planning has won over many wealthy investors, some clients, especially the more self-directed ones, still prefer commissions and no-fee platforms, according to a report by ... An increasing share of advisors are using subscription based models for financial planning advice, according to a new report.

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Final Thoughts

Last year 85% of invoices issued by advisors were for subscription advice ... The Wall Street Journal on MSN: 3 of the Top Flat‑Fee Financial Advisor Companies: Well-Known Fiduciary Firms to Consider