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#093 – Advisory fees...the good, the bad, the ugly
Manage episode 410569500 series 3305727
Content provided by Andy Panko. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andy Panko or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Discussion of the different ways in which advisory firms charge fees, why the percentage of assets under management fee is illogical and unfair, and what alternate fee structures may be less illogical and less unfair
Links in this episode:
- FINRA's BrokerCheck - here
- My article about trying to quantify the "value" of advisory services - here
- Tenon Financial monthly e-newsletter - Retirement Planning Insights
- Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
- YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
- Retirement Planning Education website - www.RetirementPlanningEducation.com
141 episoade
Distribuie
Manage episode 410569500 series 3305727
Content provided by Andy Panko. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andy Panko or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Discussion of the different ways in which advisory firms charge fees, why the percentage of assets under management fee is illogical and unfair, and what alternate fee structures may be less illogical and less unfair
Links in this episode:
- FINRA's BrokerCheck - here
- My article about trying to quantify the "value" of advisory services - here
- Tenon Financial monthly e-newsletter - Retirement Planning Insights
- Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
- YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
- Retirement Planning Education website - www.RetirementPlanningEducation.com
141 episoade
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continue reading
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