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But in general, a 1% management fee is right in line with market averages. Typical financial advisors might charge between about 0.5% on the lower end and 2% on the higher end, but 1% is not unusual.
Is it worth it to pay 1% to a financial advisor?
Misaligned Investments: If your investments dont match your risk tolerance, it indicates a lack of personalized advice and may not comply with the Regulation Best Interest standard of care. They cant explain their fees clearly: Financial advisors receive compensation through fees, sales commissions, or both.
What is a fact finder in financial planning?
The short answer is yes. Ken Robinson, certified financial planner at Practical Financial Planning, says while a 1% fee may be common, advisers who charge based on AUM are increasingly scaling down from 1% at lower thresholds in the past. But if you get a lot of service, the 1% fee isnt always a bad thing.
What is a fact finder?
What is a fact finding hearing? If one party makes allegations during family law proceedings and the other party denies the allegations, the judge will consider whether there should be a fact finding hearing. This is a special hearing which is arranged just to decide whether or not the allegations are true.
financial advisor fact finding
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Financial Model Sustainability - High School Redesign
How can money be used strategically to support planning, community engagement, and other activities that are essential for designing or redesigning a school?
For each goal, circle the level of risk you would feel comfortable taking. Think about how you feel about risk and how much you can afford to lose. Goal 1.
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