))
#90. What you need to know about advisory fees.
Manage episode 301177906 series 2953307
Innhold levert av Aaron Agte and Trishul Patel, Aaron Agte, and Trishul Patel. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Aaron Agte and Trishul Patel, Aaron Agte, and Trishul Patel eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Fee-only advisors and all the other fees you may pay.
In this episode, Trishul and Aaron discuss what it means to be fee-only and why they chose to make this commitment. AUM, hourly, and flat fees are just a few methods that all fall under fee-only. They discuss the evolution of financial services and why reputable advisors may still choose to sell financial products for a commission. They also explain why free financial services aren't always worth it.
Episode References
Investing Forever - The Three Key Benefits of Sound Investment Management Advice
Investing Forever - Where should you turn to for advice?
Investing Forever - Follow the money.
Graystone Advisor: What should I look for in a Financial Advisor?
Schwab 10-K
12b-1 Fees
Average Financial Advisor Fees
Podcast Description
Welcome to The Mind Money Spectrum Podcast where your hosts Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Financial Planner from the Bay Area, and Trishul is a Wealth Manager on the East Coast. For more information about Aaron, check out GraystoneAdvisor.com. And for more information on Trishul check out InvestingForever.com. We thank you all for listening, and stay tuned for our latest episode on our website, MindMoneySpectrum.com.
Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Bay Area Financial Planner with GraystoneAdvisor.com, and Trishul is an East Coast Wealth Manager (InvestingForever.com). MindMoneySpectrum.com and YouTube.
136 episoder
Del
