DISQUS

Jill Foster · 2 years ago

Great call - getting it in writing means at least some degree of protection. Fee options for planners range far & wide e.g. fee-only per product sold or an annual fee based on your assets or wrap fees where management fees + annual percentages + fee-based amounts are rolled into one charge ... or hourly charges or annual retainers. So when an adviser says they won't charge, confirming it in writing is a sharp move, since the fee discussion may not be as face-value or overt as one would hope. I think I'll videoblog on this further! Thx for these posts.