richeddy shared this post · 1h ago
Cam Marzi

Every FA fee model has a conflict of interest…

1

Every FA fee model has a conflict of interest…

Commission = buy products

AUM = more $$ invested

Hourly/Flat monthly fee = Extend engagement

Flat one time fee = Shorten engagement

At the end of the day the intent of the professional you're working with is most important


2

The FI Playbook delivers actionable finance tips to your inbox every month.

Plus get my Sudden Wealth guide when you sign up here:

https://t.co/qX7yHPOj3C

joshua keyes Great point 5h ago
thorntonmellon Truuuuuuuuuuth 3h ago