Commission Fee Only Media 
Inside Information
JULY 25, 2024
In its efforts to ‘fill space,’ our current professional/trade media is forcing its advisor consumers to wade through a lot of articles and material that they know is of no value to them, their firms, or their careers, and spend valuable time seeking out what might be relevant. And then I realized what is the point of this rant.
The Big Picture
SEPTEMBER 5, 2024
billion in fee only asset flows for the full year 2013; 37% of Morgan Stanley wealth management’s total client assets are now in fee based accounts a record high. In every market moment, there is one man – and it is always a man – who is deified by his peers and the media; an anointed one in every sense of the term.
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Sara Grillo
JULY 10, 2023
Financial advisors are skeptical that you can actually get leads from social media. Today we’ll be talking to Thomas Kopelman , co-founder of AllStreet Wealth and you want to pay attention here because he makes getting leads from financial advisor social media look like a piece of cake! And now onto the blog! How did he do it?
Sara Grillo
OCTOBER 21, 2022
Fee-only advisor – This is an advisor that does not charge commissions and hence is believed to be more aligned with the client’s best interests. Fee-only advisors are bound to the fiduciary standard. He knew before graduating fee-only was the path for him, his conscience, and his personality.
Sara Grillo
MAY 10, 2024
My client’s estate planning attorney said they should hire a fee-only advisor to manage their assets, and then they asked me if I charge fees or commissions. As a fiduciary, I charge 1% of your assets, and do not accept commissions.” I’m a Social Security expert.
International College of Financial Planning
SEPTEMBER 3, 2021
They may charge for their services either on a commission basis or hourly rates. However, our advice is to trust financial planners who either take a flat annual fee or charge per hour for managing your portfolio instead of charging a commission on every stock they buy or sell. Go for Fee-Only Financial Advisors.
Sara Grillo
OCTOBER 10, 2022
Fee-only vs. fee-based. But… Fee for service (and only fee for service) is a haven where the sales agenda mimicry cannot follow. For marketing tips in the transparency age… Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson.
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