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The Wealthtender Guide to

Flat Fee Financial Advisors

Is a Flat Fee Financial Advisor Right for You?

A growing number of financial advisors offer services for a flat-fee as an alternative to traditional pricing models (e.g. charging you 1% of the value of your portfolio managed by the advisor).

If you’re thinking about hiring a flat fee financial advisor, it’s important to look under the hood to understand what services are offered and how the fee is calculated. For example, a flat fee charged by some financial advisors may include developing a financial plan for you, but not investing your money on your behalf. Other flat fee financial advisors might include investment advisory services.

And just because a financial advisor charges a flat fee doesn’t mean every client will pay the same rate. In many instances the flat fee might be calculated based upon your income, portfolio size and/or the overall complexity of your individual circumstances.

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