This article can help you figure out what average fees are for financial advisers, and note that fees are negotiable. “Most firms are closer to the 1% range, or in some cases a little less,” says certified financial planner Joe Favorito at Landmark Wealth Management. (Looking for a new financial adviser? This tool can match you to an advisor who may meet your needs.) Are the fees your adviser is charging you fair?Īs it pertains to the fee, 1.5% is on the higher end of the fee scale. Have an issue with your financial adviser or looking for a new one? Email There’s a lot to unpack here, but it sounds like your adviser is not doing a good enough job communicating with you about what she’s doing with your money, and what you’re paying her. How do I know if I’m getting my money’s worth? I believe on one of the buckets, it’s 1.5%, so I’m paying a lot but not sure what I am getting in return. What are the right questions to ask? And the fee is confusing to me, it’s not a 1% flat rate. I need to know how the money is being managed, and I feel like the accounts were set up and nothing is done with them, yet she made about $15,000 last year off my money. The adviser is open to meet quarterly but I don’t see the value in meeting as I feel like words are thrown at me and I am not sure what to ask. (Looking for a new financial adviser? This tool can match you to an advisor who may meet your needs.) That said, I also don’t know what she is supposed to do. I understand the market is not doing well, but I wasn’t seeing the kind of growth I expected to see even before the market started tanking. I am not sure my financial adviser is doing much for me. We started with $1 million dollars, and I expected to see it grow quite a bit, but instead I’ve been losing money over the past few years. But those projections were made before the market started tanking. From that, it looks like, if I continue to work and contribute to my 401(k), I can help my kids, retire at 65 and outlive my money. I have a financial adviser managing my finances, and we created projections using my debt, mortgage, and other financial factors. I’d also like to leave them something when I pass away. I want to help them with their first cars and paying for college. Question: I am a single mom with three young children. Send the form to other individuals via email, create a link for quicker document sharing, export the template to the cloud, or save it on your device in the current version or with Audit Trail added.We started with $1 million dollars, and I expected to see it grow quite a bit, but instead I’ve been losing money over the past few years. Add and customize text, pictures, and fillable fields, whiteout unneeded details, highlight the significant ones, and provide comments on your updates. Use the top and left panel tools to edit Money network dispute form. Click on New Document and select the file importing option: upload Money network dispute form from your device, the cloud, or a secure URL. Create a free account, set a secure password, and proceed with email verification to start managing your templates. ![]() Adhere to this simple instruction to edit Money network dispute form in PDF format online free of charge: ![]() Dochub is the best editor for changing your documents online.
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