Upholding Your Best Interest Regardless of Your Assets

posted on June 13th 2016 in WorthPointe News with 0 Comments

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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