• EP 72 - Benefits of a Flat Fee Financial Advisor

  • Apr 20 2022
  • Length: 14 mins
  • Podcast

EP 72 - Benefits of a Flat Fee Financial Advisor

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  • Summary

  • On this week's episode I want to talk about fees. It's a huge issue within my world. More importantly, it's an even even bigger issue in the lives of clients. Fees can take the form of sales commissions, percentage of assets that an advisor manages, hourly fees and more. It's confusing and it's why I operate under a single flat fee structure. 

    That's right. I charge one flat fee, $8,400 a year, for financial planning and investment services based on my knowledge and experience. I do not charge based on sales products or what the stock market does. 

    You will want to hear this episode if you are interested in...
    • Being charged more becuase you have more [0:59]
    • What a flat fee of $8,400 per year will cost you over time vs and AUM advisor [3:29]
    • Internal investment expenses [7:16]
    • This week’s FLASHBACK [10:41] 
    Connect With Dan Johnson
    • https://forwardthinkingwm.com 
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    Apple Podcasts, Spotify

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