EPISODE · Apr 4, 2024 · 1H 32M
#093 – Advisory fees...the good, the bad, the ugly
from Retirement Planning Education, with Andy Panko · host Andy Panko
Discussion of the different ways in which advisory firms charge fees, why the percentage of assets under management fee is illogical and unfair, and what alternate fee structures may be less illogical and less unfairLinks in this episode:FINRA's BrokerCheck - hereMy article about trying to quantify the "value" of advisory services - hereTenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com
What this episode covers
Discussion of the different ways in which advisory firms charge fees, why the percentage of assets under management fee is illogical and unfair, and what alternate fee structures may be less illogical and less unfair Links in this episode: FINRA's BrokerCheck - hereMy article about trying to quantify the "value" of advisory services - hereTenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube cha...
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#093 – Advisory fees...the good, the bad, the ugly
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