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Do you know what type of advisor you're working with? Learn how that affects YOUR investments!

EPISODE · Sep 25, 2024 · 53 MIN

Do you know what type of advisor you're working with? Learn how that affects YOUR investments!

from 15 Minutes of Finance · host James Walters, CIMA®, CRPC® and Brandon West, CPA

Send us a textBrandon West, CPA and James Walters, CRPC discuss weekly topics surrounding personal finance, small businesses, investing, tax strategy, and retirement planning. In this episode we peak behind the curtain. What type of advisors are there, what fees do they charge, how do their potentially conflicted incentives affect their investment recommendations, and how can you use this information to pick a great advisor for your situation.

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Do you know what type of advisor you're working with? Learn how that affects YOUR investments!

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