Financial Advisor Success cover image

Ep 325: Building Success In The Financial Advice Business From A Financially Challenged Upbringing With Brenda Hiscock

Financial Advisor Success

CHAPTER

How Much Does a Financial Plan Cost?

The firm charge for financial plans and investment plans it ranges quite a bit I mean our minimum fee just to do any work with us at all is $1,500. Many of our clients are self-directed investors who benefit from some oversight because when you're a self-directed investor you have an emotional attachment to your investments even I do myself.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner