Explore various fee structures associated with hiring a financial advisor in 2025 Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal finance editor for Buy ...

The AUM model is a straight percentage fee charged annually on the total value of the assets the advisor manages for you. It is the usual model used by wealth management professionals. AUM fees ...

Michael Kitces and Ben Henry-Moreland analyze whether new AI financial advisor offering can overcome the perennial client ...

When looking for a financial advisor, you’ll encounter various compensation arrangements, including fee-only advisors and fee ...

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This guide decodes the wide variety of certifications and services—along with a checklist of what to ask before you choose Unless you’re a financial whiz with time to spend managing your money and ...

Question: “About 15 years ago, I hired a financial planner who recommended an annuity. The annuity yields me 5% per year on about $800,000 invested, with return of principal payment upon my death.

The wealth management industry's traditional fee model is blocking more financial advisors from providing valuable tax and estate planning services to clients, according to Steve Lockshin. Processing ...

Question: “My husband and I talked to a financial planner over the phone and I’m not sold on him but my husband is. I think he’s too trusting without investigating him. I looked up his company online ...

Historically, you could deduct some financial advisor and tax preparation fees. Under the current tax code, that is no longer the case. For example, say that you paid $4,500 this year in fees to your ...