Why Do Most Wealth Management Clients Overpay? episode artwork

EPISODE · Nov 4, 2022 · 31 MIN

Why Do Most Wealth Management Clients Overpay?

from FPO&G: Financial Planning for Oil & Gas Professionals

In this episode, we talk about wealth management fees. Why is the average person overpaying? Why does the average person not even know what they're paying? (hint: Wall Street made it this way) We end the episode outlining the various options and costs available to investors.For more information and show notes visit: https://bwmplanning.com/episode37Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin.com/company/brownlee-wealth-management/Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or investment advice. If you have questions pertaining to your specific situation, please consult the appropriate qualified professional.

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Why Do Most Wealth Management Clients Overpay?

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This episode was published on November 4, 2022.

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