Financial advisor
When meting with a fee only fiduciary advisor, does his fee go up yearly as hopefully your assists increase? According to a Noon Business Lunch broadcast (6/17/26) the fee is based on the complexity of the deep dive. Do they do a deep dive every year and is it necessary? They already have the info about you on hand.
Terry Says
Most of the advisors on the Wealthramp program do not base their fees on AUM (Assets Under Management). Instead they create a plan and charge fees based on the complexity of hte work — agreed to in advance. Once the major work is done, there is likely a far lower fee for an annual (or semi-annual or quarterly) consultation. And for their ongoing investment management services. But it is all fully disclosed — in advance!
