WiserAdvisor

DECEMBER 1, 2023

A financial advisor for doctors can be an indispensable asset, offering insights to these specialized professionals on how to manage their money. This article will shed light on why physicians particularly need financial advisors to navigate the financial intricacies of their lives.

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Harness Wealth

MAY 25, 2023

Here, we’ll break down the different types of fees that financial advisors charge in 2023. Fee Type Fee Description Typical Cost* Examples Assets Under Management (AUM) A fee based on the percentage of your total managed assets. Hourly Fee Fee charged per hour of advice. Between 0.5%

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Sara Grillo

DECEMBER 12, 2022

This can get complicated when services are bundled and provided for one inclusive fee, which in certain cases (AUM advisors) is calculated off the amount of assets the advisor is managing. Later, he earned his Master of Science in Financial Services (MSFS) and Master of Science of Management (MSM) degrees from The American College.

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WiserAdvisor

JUNE 2, 2023

While there are various types of finance professionals who offer financial advice and services falling under the general financial advisor category, it should be noted that they differ significantly. Securities and Exchange Commission (SEC) if they manage $100 million or more in assets. Need a financial advisor?

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Sara Grillo

APRIL 10, 2023

There is no underlying asset that drives the value. It’s not an asset so why would you hold it? But to own crypto… Wright: Is gold an asset? Wright argues that we could diminish any asset that way, even stock certificates. FTX custodied everyone’s assets. “It’s just basically nothing.”

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Investing Investments CFP Financial Advisor 52

WiserAdvisor

JULY 24, 2022

Evidently, financial planning is even more crucial for high-net-worth individuals. High-net-worth individuals are those who own liquid assets worth $1 million or more. Very high-net-worth individuals are those who own liquid assets worth at least $5 million and up to $30 million. Moreover, the tax laws are constantly changing.

Financial Planning 52

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Sara Grillo

SEPTEMBER 26, 2022

Assuming we all agree that financial planning does not yet meet the standard for being considered a” profession”, what do you believe is required in order for that to happen? The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Robert will be on the “for” team.

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