Managing Your Financial Future

How Do Financial Advisor Fees Actually Work?- Season 5: Episode 10

May 4, 2021

One of the most common questions people ask us when they’re considering the services of an investment advisor and/or financial planner is this: “what will this cost me in terms of fees?” The question of how much an advisor charges, not just for their own services but for the team and others working alongside him or her, is one that you absolutely must get an answer for. And that answer should be clear, concise, and spelled out in simplistic form so that there’s no mistaking who’s getting paid, how much they’re getting paid, and who is actually responsible for paying them. Everyone should be paid for the work they do and the value they may add – you just need to be sure there are no surprises.

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The information provided is based on current laws, which are subject to change at any time. Lucia Capital Group is not affiliated with or endorsed by the Social Security Administration or any government agency. Social Security rules can be complex. For more information about Social Security benefits, visit the SSA website at www.ssa.gov, or call (800) 772-1213 to speak with an SSA representative.