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Expensive Liz: We’ve been utilizing a fee-only monetary advisor for 25 years. We’d focus on what we wanted, she would inform us what number of hours it could take, then she invoiced us at an hourly charge.
She not too long ago joined an organization that fees 1% of funding portfolios to supply monetary recommendation. Is that this nonetheless thought of fee-only monetary planning? If that’s the case, how will we discover a agency that fees an hourly fee? We don’t wish to spend 1000’s of {dollars} for somebody to only tweak the detailed roadmap that’s already been created.
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