Earning the Fee: Advantage of an independent, fee-only or fee-based financial advisory firm

McKimmie, Kathy
January 2007
Indiana Business Magazine;Jan2007, Vol. 51 Issue 1, p32
The article focuses on the advantages of an independent, fee-only or fee-based financial advisory firm in Indiana. It could be noted that these companies are convincing the investors about their significance in wealth management. The fee-only model refers to all revenues which are based on fees from clients. It has been suggested that people should ask about the technical capacity of a firm to do the financial planning work. However, a client needs to buy more life insurance in planning.


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