The Danger With Flat-Fee Portfolio Reviews episode artwork

EPISODE · Dec 31, 2024 · 9 MIN

The Danger With Flat-Fee Portfolio Reviews

from How to Retire on Time · host Kedrec Wealth

“Hey Mike, do you or do you know someone who reviews portfolios for a flat fee?” Discover why it may not make sense to have a flat-fee advisor look over your portfolio for advice on your positions. Mike dives into the importance of strategies over positions.Text your questions to 913-363-1234.Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

Episode metadata supplied by the publisher feed · Published Dec 31, 2024

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The Danger With Flat-Fee Portfolio Reviews

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