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: