27 min listen
We Each Hired a Flat Fee Financial Advisor. Was it Worth It?
FromTwo Sides of FI
ratings:
Length:
68 minutes
Released:
Jun 19, 2022
Format:
Podcast episode
Description
Here's what we learned by hiring a financial advisor for a fixed fee of $1,000. Rather than pay a costly ongoing assets under management (AUM) fee, we wanted to test out this increasingly popular fee-for-service advisement model. Eric and Jason discuss each hired the same fee-only, advice-only advisor for $1,000 to evaluate their portfolios and answer a variety of key questions. They share how they found this advisor, what the process was like, the specific questions + answers they had, and who they think could benefit from such a service. Is this the right option for you? Maybe.
Show notes: https://twosidesoffi.com/1Kadvisor
Show notes: https://twosidesoffi.com/1Kadvisor
Released:
Jun 19, 2022
Format:
Podcast episode
Titles in the series (82)
Our Financial Past and our FIRE Present: So much of who we are and how we think is informed by our early experiences. Learn how we got started on our financial independence journey as we unpack our financial pasts. We'll walk you through what we learned from our parents, our early careers, and ... by Two Sides of FI