The AUM model is a straight percentage fee charged annually on the total value of the assets the advisor manages for you. It is the usual model used by wealth management professionals. AUM fees ...
A fee-only advisor is more financially motivated to make the best decisions for their client—especially those that charge asset-based fees. Because if the advisor's pay is tethered to how well the ...
Learn when it’s the right time to switch financial advisors, how to choose a better match and what steps make the transition seamless Written By Written by Staff Money Writer, WSJ | Buy Side Molly ...
Barron’s Names JNBA Financial Advisors CEO and Chairman Richard S. Brown to its Top 100 Independent Financial Advisor List for 11th Year in a Row For the eleventh year in a row, Barron’s has named ...