financial planning

Advice-Only In Action: An Interview With Allan Roth

October 5, 2017

Last time we had reader Bill give us the inside scoop on how financial planning and assets under management (AUM) fees work at a typical fee-only firm (see AUM Fees and Financial Planning: The Odd …

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AUM Fees and Financial Planning: The Odd Couple

September 28, 2017

Some financial advisors argue that even though their fees are calculated as a percentage of the assets under management (AUM), the fees are not literally going toward making trades. The fees actually …

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