fbpx
Offcanvas
(800) 644-1150

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

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.

In this week’s episode of Managing Your Financial Future, podcast host Johnny Dean speaks with “Professor” Rick Plum, CFP® about what kind of fees you should expect to see when you hire a financial advisor, and what to be particularly aware of before you sign on the dotted line.

Important Information:

You should always seek counsel of the appropriate advisor prior to making any investment decision. All investments are subject to risk including the loss of principal. This material was gathered from sources believed to be reliable, however, its accuracy cannot be guaranteed.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

No client or prospective client should assume that the presentation (or any component thereof) serves as the receipt of, or a substitute for, personalized advice from Lucia Capital Group or from any other investment professional.

Rick Plum is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. The investment professionals are affiliated with LPL Financial and are conducting business using the name Lucia Capital Group, a separate entity from LPL Financial.

Start Your Strategy

Personalized investment advice and support to help grow your portfolio