Most advisors or brokers typically charge an annual fee of 1% to 2%, based on the investments they manage for you. Often, this fee is for simply "housing" those investments, with little guidance after the initial transaction. So, with $100,000 invested, between $1,000 and $2,000 is a common cost, which may not even include any commissions or withdrawal charges, internal investment fees, educational resources, or even an actual financial plan!
With us, you can simply tailor how much you want to spend based on your needs instead of your wealth...and with no long-term commitments! With our simple, monthly subscription model, you get the education, planning resources and objective advice you need, without the "sales pitch".
Pay month to month and cancel any time! Click here for more info and to join Financial Advisor On Call.
