Tag: advisor

  • How Should I Choose A Financial Advisor??

    He’s just as concerned about protecting his wealth as he continues to build it, so we wrote this book about what it takes for ultra-high net worth families to protect their wealth. First, asset managers (or asset advisors, these terms are basically interchangeable) only work with people with high power and ultra-rich. This generally means…

  • When And How You Hire A Financial Advisor

    Generally charges a fixed subscription fee, a percentage of your assets or both. For example, personal capital collects 0.89% of the assets under management per year. Faceted Wealth charges an annual fee starting at $ 1,200 per year and increasing depending on the complexity of your financial situation. Some advisors require a minimum investment of…