Fees Can Be Touchy Subject for Advisers

Cornfield, Jill
October 2014
Plan Advisor News;2014, p1
The article discusses how retirement plan advisors calculate their fees for retirement plans. Topics discussed include views of Masood Vojdani, president and chief executive officer (CEO) of MV Financial, on use of asset-based compensation model to calculate fees, Josh Itzoe, managing director of Greenspring Wealth Management, on use of flat-fee arrangement model and James F. Sampson, managing principal of Cornerstone Retirement Advisors, on flat-fee and on basis points.


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