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He is a flat fee advisor; not a licensed insurance agent. Fee only advisors can now purchase annuities for their clients without having to be licensed agents. Are commissions bad? Mettler says he does not have a securities license for this reason. Are commissions bad? Scott Salaske , CEO of Firstmetric.
3Robert Novy-Marx, “Understanding Defensive Equity” (working paper No. 7Dave Plecha and Jacobo Rodriguez, “A Market-Driven Approach to Fixed Income” (whitepaper, Dimensional Fund Advisors, June 2016). 8Doug Longo, “The Dimensional Approach to Monitoring Credit Risk” (whitepaper, Dimensional Fund Advisors, March 2020).
Gerard O’Reilly and Savina Rizova, “ Expected Profitability: A New Dimension of Expected Returns ” (whitepaper, Dimensional Fund Advisors, June 2013). UNITED STATES: Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.
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