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Wealth Professional | 03 Nov 2015, 09:00 AM Agree 0
A new study suggests that while clients are generally happy with their advisors many of them want to change how they pay their fees
  • Ken MacCoy, CHS | 03 Nov 2015, 10:31 PM Agree 0
    It's not just the wealthy that have an aversion to percentage-based fees, we all do. I expect investors who pay a fixed-rate fee for the service they receive would be much happier. Many established advisors would do well, while many more including 'new advisors' might be looking for a new line of work.
  • Kathy Waite Your Net Worth Manager | 12 Nov 2015, 04:08 PM Agree 0
    Benjamin Waite Your Investment Manager changes a flat fee based how much work required not on the amount of AUM. He is 27 and found a way..its possible.........
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