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Unlike AUM advisors, they dont have an incentive to keep assets under management, so their recommendations are truly objective. Comprehensive FinancialPlanning is Included Many AUM advisors charge extra for estateplanning, tax strategies, and retirement planning.
. // CASE STUDY #1 client: SMALL PRIVATE REGIONAL COLLEGE challenge: STRATEGIC PLANNING/DEBT MANAGEMENT BACKGROUND Recently, a new client—a small private college—asked us for broader financialguidance as it considered a set of short-term and long-term objectives.
challenge: STRATEGIC PLANNING/DEBT MANAGEMENT. . Recently, a new client—a small private college—asked us for broader financialguidance as it considered a set of short-term and long-term objectives. . // CASE STUDY #1. client: SMALL PRIVATE REGIONAL COLLEGE. BACKGROUND.
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