Jun
13
Upholding Your Best Interest Regardless of Your Assets
The practice of basing a client’s fees solely on the assets under the management of their financial advisor instead of their overall net worth is currently being analyzed by the financial services industry in recent news. While some may argue that the use of fees based on assets under management protects clients from overpaying, clients […]
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04
WorthPointe Awarded Designation of Top 50 Fastest Growing RIA Firms
Financial Advisor Magazine has named WorthPointe one of the top 50 Fastest Growing RIA Firms. We dedicate this award to our clients, we owe our growth to your trust in us. As WorthPointe continues to grow and add top financial planners in San Diego, Austin, Dallas/Ft. Worth, and Orange County, we are committed to maintaining […]
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