Not Just Fee-Only, Advice-Only.
Roger Ma is a financial advisor in New York. He wrote an interview with me on Forbes. I told Roger why Advice-Only is the way to go when you need a financial advisor. In one sentence — once you know …
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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 …
Continue Reading about Advice-Only In Action: An Interview With Allan Roth →
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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