CFP Commission Investment Planning 
Sara Grillo
DECEMBER 12, 2022
Watch as all h&#@ breaks loose discussing the question of broker vs. financial advisor, commissions, fees, value, and more! The advisors made the point that the cost of insurance can’t be separated from the “cost of service” or the commission the agent makes. If you’re going out for 20 year term, who cares what the commission is?
Sara Grillo
AUGUST 14, 2023
If their sole method of compensation is a product, and/or they are taking commissions, then in reality it is less likely they are embracing all the values that the standard requires. Commissions are opaque. She obtained her CFP designation in 2003. They may still follow it, but they are not bound. Insurance is opaque.
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WiserAdvisor
JUNE 2, 2023
Investment advisors help manage and diversify a client’s portfolio to limit their exposure to market volatility. Securities and Exchange Commission (SEC) if they manage $100 million or more in assets. Stockbrokers earn money through commissions based on the securities sold by them. They must also register with the U.S.
Good Financial Cents
AUGUST 18, 2023
This opened doors to exclusive realms like hedge funds, venture capital firms, specific investment funds, private equity funds, and more. Even though I had this “exclusive access” it took me awhile to start investing in alternative asset classes. Early in my career, I didn’t quite grasp the allure.
Sara Grillo
AUGUST 26, 2024
Early on in his entrepreneurial journey, Scott saw firsthand the inherent flaws and conflicts of interest in the traditional sales and product driven approach, as several family members had lost a significant portion of their hard-earned life savings to high-cost, commission-based investment products and inappropriate advice.
Sara Grillo
APRIL 10, 2023
Robert Wright, CFP Lee: The list of things Gary Gensler doesn’t own is probably very short. ” – Robert Wright, CFP For someone to be able to send payments overseas, bitcoin and cryptocurrencies help with that. – Josh Gonzalez, CFP Wright: This happens in pharma as well. Wright: So is cash.
Good Financial Cents
AUGUST 1, 2022
Treasury’s investment portal, Treasury Direct. There are no commissions or fees when buying securities. That will give you an opportunity to invest in a portfolio of bonds for as little as the price of one share of an ETF. And because they are ETFs, they can usually be bought and sold commission free.
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