• 2 Gents 2 Cents: Is it worth it to have an advisor you pay 1%?

  • 2024/12/19
  • 再生時間： 36 分
  • ポッドキャスト

2 Gents 2 Cents: Is it worth it to have an advisor you pay 1%?

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  • Brandon West, CPA and James Walters, CRPC discuss weekly topics surrounding personal finance, small businesses, investing, tax strategy, and retirement planning. In this episode we talk about an important concept for any investor: is it worth it to work with an advisor? Listen as we discuss the advantages of an AUM fee advisor who charges a percentage, as opposed to fixed fee financial planners.

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あらすじ・解説

Brandon West, CPA and James Walters, CRPC discuss weekly topics surrounding personal finance, small businesses, investing, tax strategy, and retirement planning. In this episode we talk about an important concept for any investor: is it worth it to work with an advisor? Listen as we discuss the advantages of an AUM fee advisor who charges a percentage, as opposed to fixed fee financial planners.

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