Nerd's Eye View
AUGUST 6, 2024
Welcome to the 397th episode of the Financial Advisor Success Podcast ! Jaime is the Managing Principal of Benedetti, Gucer, and Associates and BEAM Wealth Advisors, hybrid advisory firms based in Atlanta, Georgia, and Covington, Louisiana that oversee a total of $1.2 My guest on today's podcast is Jaime Benedetti.
Darrow Wealth Management
NOVEMBER 4, 2024
Most fiduciaries don’t sell products: Most fiduciary advisors are only paid by a percentage of assets they manage for clients. This AUM based fee structure is common among fee-only advisors who are almost always full-time fiduciaries. A Google search for financial advisor near me returns over one billion results.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Tobias Financial
MARCH 11, 2025
Our Wealth Advisor, Franklin Gay, CFP, EA was interviewed by CBS News, where he offered his perspective on the situation. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability.
Nerd's Eye View
JULY 30, 2024
Welcome to the 396th episode of the Financial Advisor Success Podcast ! Michelle is a Wealth Advisor for Financially Wise Divorce, a hybrid advisory firm based in Minneapolis, Minnesota, that oversees $87 million in assets under management for 91 client households. Welcome everyone!
Darrow Wealth Management
FEBRUARY 13, 2025
Fee-only firms are unique as they do not receive commissions from selling financial products, such as insurance policies or investment products. Fee-only financial advisors are often registered investment advisors too, meaning they have a legal duty to act in the clients best interest. Do you have a unique situation?
The Irrelevant Investor
AUGUST 25, 2018
million at the start of 2017, had been charged $128,000 in commissions that year — nearly 10 percent of its valu e, and about 10 times what many financial planners would charge to manage accounts that size. There are thousands of financial advisors doing the right thing by their clients, but it's the bad actors that make the headlines.
Good Financial Cents
JUNE 11, 2023
They charge either a percentage of assets managed or a flat hourly rate that can run as high as several hundred dollars per hour, plus trading commissions and administrative fees. So, while these advisors can certainly be excellent, they’re mostly unreachable unless you have millions of dollars to invest. And, that’s it.
Expert insights. Personalized for you.
130 
Let's personalize your content