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Total: 4 results found.

1. Is Your Billing Structure Creating Potential Conflicts?
(Matching tags: fees,Advisor businesses,compensation)
 Advisors typically bill based on Assets Under Management (AUM). In general, the larger the portfolio managed, the more fees are earned by the advisor. As an advisor myself, I will frequently tell ...
Sunday, May 21, 2017
2. The DOL And Your Fees
(Matching tags: fees,fiduciary standard,fiduciaries,401(k))
    The new DOL rules imposing fiduciary responsibilities for retirement plan advice might impact RIAs, even though they’ve already been held to a fiduciary standard. If you’re ...
Monday, July 04, 2016
3. Charging Too Much?
(Matching tags: fees,profitability)
How do you set your fees? How do you know if you're charging too much or too little? I've always tried to price my services on the high side of average. I base this strategy on various snippets of wisdom ...
Tuesday, December 01, 2015
4. I Am A Fiduciary And I Am Ready To Serve Retirement Investors
(Matching tags: fees,fiduciary standard,client education,registered investment advisors,retirement plans,fiduciaries)
The Secretary of Labor has been tasked with updating regulations to require fiduciary standards for those who provide advice or investments to retirement plans or those saving for retirement. The ...
Tuesday, March 17, 2015