Value vs. Cost: How to Evaluate Advisory Fees | The Financial Commute (Ep. 144)

Описание: How many people actually understand how their financial advisor gets paid? Host Chris Galeski and Wealth Advisor Kevin Rex are here to break it down.

Tune in if you're interested in…

Understanding the different ways financial advisors charge for their services
Learning how to spot hidden costs and potential conflicts of interest
Hearing the history behind Morton Wealth’s fee-only philosophy and how it’s evolved
Exploring when a flat fee might make more sense than a percentage-based model
Knowing what really adds value in an advisor relationship (hint: it's more than just managing a portfolio)

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Disclosures: This presentation is intended for educational purposes only and should not be relied on for investment recommendations. The views and opinions expressed by the speakers are as of the date of the recording and are subject to change. References to specific investments are for illustrative purposes only and should not be interpreted as recommendations to purchase or sell such securities. Many factors affect performance including changes in market conditions and interest rates and changes in response to other economic, political, or financial developments. There is no guarantee that an investor's investment objective will be achieved, and Morton Wealth makes no representations as to the actual composition or performance of any security or any client portfolio. Past performance is no guarantee of future results. All investments involve risk including the loss of principal. You should consult with your financial advisor to thoroughly review all information before implementing any transactions and/or strategies concerning your finances

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