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049 Financial Adviser Fees

Maven Money Personal Finance Podcast

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The Onboarding Stage of Financial Planning

Financial planning needs the fees goin to be a lot lower than if it's a couple in their fifties with mortgages, portfolios, pensions andme investment things everywhere. We need to have a high level strategy of where we're going. Are they on track, are they off track? What do they need to do? Why they're investing, why they're not investing? You know, all these more important questions before you start even looking after the money. At this stage, that the fee, in my my fee is from nine, nine five to three thousand, 495. That's what my fees range from. 1000 to 3 and a half thousand,. So from a thousand

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