How do you pay your financial advisor? If you have over $750,000 and are still paying your advisor a percentage of your account value, then you need to watch this video! Steve and Aiden discuss how a comprehensive flat-fee service works to provide a truly unique experience to those looking for a financial planner.
0:00 Intro
0:43 Flat-Fee vs AUM
2:26 Comprehensive Flat-Fee
4:28 Example of Flat-Fee vs AUM
5:19 Difference in fees comparison
6:14 Difference in growth...
How do you pay your financial advisor? If you have over $750,000 and are still paying your advisor a percentage of your account value, then you need to watch this video! Steve and Aiden discuss how a comprehensive flat-fee service works to provide a truly unique experience to those looking for a financial planner.
0:00 Intro
0:43 Flat-Fee vs AUM
2:26 Comprehensive Flat-Fee
4:28 Example of Flat-Fee vs AUM
5:19 Difference in fees comparison
6:14 Difference in growth comparison
7:04 Important things to consider
9:30 Conclusion
For too long, many clients have not had had much choice when it came to how they pay for advice. Even worse, that under the traditional asset-based model, that cost can grow significantly over time.
But that's all now starting to change:
- The Comprehensive Flat-Fee model is a unique, all-inclusive service that helps clients in all areas of their personal finance: financial planning, tax planning, estate planning, investment management, and strategies to reduce risk... all for one all-inclusive, flat-fee.
⚡️Interested in exploring how a comprehensive flat-fee relationship with a Personal Financial CEO can help you you achieve your goals, guided by your values? Our comprehensive financial planning services are provided for one, all-inclusive flat-fee that includes all planning, coordination, organization, accountability, investment management and advice. Visit us at: https://mailchi.mp/rockcrestfinancial.com/prospective-client-inquiry ⚡️Check out our free guide: 'The Truth About Retirement: 8 Essential Steps to Financial Freedom for Life!' https://mailchi.mp/rockcrestfinancial.com/8-essential-steps-to-financial-freedom =========================== Connect with us! =========
➡︎Website: https://rockcrestfinancial.com/
➡︎Podcast/Newsletter: https://rockcrestfinancial.com/podcast
➡︎Facebook: https://www.facebook.com/RockCrestFinancial
➡︎LinkedIn: https://www.linkedin.com/in/stevenaboorstein/
➡︎YouTube: https://www.youtube.com/@PersonalFinanceCEO
➡︎Instagram: https://www.instagram.com/personalfinanceceo/
➡︎Twitter: https://twitter.com/StevenBoorstein
IMPORTANT, PLEASE READ! Yes we are financial planners, but unless you are our client, we are not YOUR financial planner! The information presented in this podcast is intended for informational and educational purposes only and does not purport to be investment advice or an offer of investment advice, an offer to buy or sell any security or a recommendation of any investment strategy or course of action. Any graphs, charts, or calculations used are for illustrative purposes only. RockCrest is a state registered investment adviser in New Jersey and Pennsylvania, principally located in Somers Point, NJ. Registration does not imply a certain level of skill or training. Check out our full disclosures at: https://rockcrestfinancial.com #PersonalFinancelCEO #StevenBoorstein
#RockCrestFinancial Our mission with The Personal Finance CEO podcast is to help educate the public to help them reach the best financial health of their lives and stay that way forever.
