Good Financial Cents

JUNE 11, 2023

You see, financial advisors that focus primarily on wealth management can be costly to keep around. 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.

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Envision Wealth Planning

MAY 23, 2022

Okay before I get fired up, let me move to talk about some highly ethical things I’ve seen financial advisors do so that we can focus our attention on increasing morality in wealth management. #1 1 Ethical Financial Advisors’ fees are clearly disclosed on the website. Jane Mepham.

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Sara Grillo

APRIL 21, 2022

Okay before I get fired up, let me move to to talking about some highly ethical things I’ve seen financial advisors do, so that we can focus our attention on increasing morality in wealth management. #1 1 Clear fees, clearly disclosed on website. Check out the fees page for Scott Salaske, a flat fee advisor. Jane Mepham.

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Indigo Marketing Agency

MARCH 24, 2025

Start with one AI tool that addresses your biggest bottleneckwhether its scheduling, client research, or portfolio analysis. We focus ONLY on helping financial advisors manage their messaging and implement comprehensive marketing strategies that generate high-quality leads and clients. Learn more about Indigo Marketing Agency.

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