Financial Advisors

How do you handle it when clients have work sponsored deferred compensation plans they aren’t able to move but they want advice? Simply bill them your fee each month?

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works at

It's called financial planning

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Charge them $1k for an annual plan and offer to meet them 1-2 times per year. Then you are being paid for your advice

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By all accounts and some other software allows you to go fee based off 401ks etc pretty easily if u choose the aum percent approach

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Hourly fee

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Hourly

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