Money Pickle matches you with a financial advisor who can either offer fee-only or fee-based services. Understanding your preferences can help us find the right match for you. Here's a brief overview:
*Fee-Only: The advisor is compensated solely by the fees their clients pay, typically around 1% of the assets they manage for you. You can choose how much of your money you want managed under this structure.
*Fee-Based: The advisor charges fees for their services, also typically around 1% of the assets managed, but may also earn commissions from financial products they sell. They can provide all the services of a fee-only advisor, with additional options like commissionable products, which might be a better fit for some clients.
1). I prefer fee-only services.
2). I am open to both fee-only and fee-based services.
3). I have no preference and just want to match with the best suitable advisor.
4). I’m just here for a free second opinion and not looking for ongoing services.
2). I am open to both fee-only and fee-based services.
3). I have no preference and just want to match with the best suitable advisor.
4). I’m just here for a free second opinion and not looking for ongoing services.
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