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Is it worth it to have an advisor you pay 1%? episode artwork

EPISODE · Dec 19, 2024 · 35 MIN

Is it worth it to have an advisor you pay 1%?

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 talk about an important concept for any investor: is it worth it to work with an advisor? Listen as we discuss the advantages of an AUM fee advisor who charges a percentage, as opposed to fixed fee financial planners. 

Episode metadata supplied by the publisher feed · Published Dec 19, 2024

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Is it worth it to have an advisor you pay 1%?

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