Examples of great things ethical financial advisors really like to do!
Envision Wealth Planning
MAY 23, 2022
According to Scott, I try to minimize conflicts as much as possible starting with the way I charge fees to clients. Continuing with fees, I also post on our website in a clear, simple, and transparent manner the fees that a client would pay to Firstmetric as their advisor. I’ve had a few clients receive large windfalls from an IPO.
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