The fees can be legal but the lack of clear, upfront explanation creates confusion, and that’s where clients often lose money ...

Flat‑fee financial advisors offer transparent pricing and predictable costs.

Some financial advisors might charge a hefty fee, treat you to lunch, and ask for referrals while still managing your ...

Harris Poll’s 2024 “Americans and Billionaires Survey” found that 6 in 10 Americans hope to achieve great wealth in their lifetime. Many see entrepreneurship (42%) and stock investing (39%) as the ...

Question: “I have a financial adviser right now that is charging 1.5 % on a $500,000 portfolio. I am thinking that may be an excessive fee. How do I know if what I’m paying is fair? Should I go ...

With so much industry jargon in the personal finance world, it can be hard to know exactly what you’re paying for. What’s more, it’s possible that you’re paying hidden fees you don’t even realize are ...

INDIANAPOLIS (WISH) — Financial advisor fees, often perceived as minor, can significantly impact retirement savings, warns Ed Wright, a partner at Golden Reserve, a financial retirement planning firm ...

It’s common for financial advisors to charge a fee that’s a percentage of assets under management. Your fee generally won’t be calculated on your gains only. If you’re uncomfortable with your ...

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 ...