If a financial advisor is considered “fee-based,” it means they can earn compensation through a combination of both client-paid fees and forms of compensation related to selling certain products.

Before you agree to work with a financial advisor, you need to understand exactly how they’re compensated. If you’re afraid you’ll seem rude by asking, don’t worry: Your advisor is required to ...

The movement towards fee-based compensation isn't losing steam anytime soon – in fact, it's only set to gain momentum. That's according to a new report from Cerulli Associates, which projects more ...

They exist because of customer demand, not moral superiority. The rationale: Fisher charges an asset-based fee, so that if its customers’ portfolios increase in value, it collects more revenue. That ...

A recent report by research firm Cerulli Associates found that affluent clients are most interested in fee-based planning models. Processing Content The survey found that 36% of affluent investors say ...

Carolyn McClanahan charged her clients a fee based on their assets under management when she started her investment advisory practice in 2004. Three years later, she switched to fees based on the ...

Most financial advisors are compensated by fee-based models, and by 2026, more than three-quarters of the wealth management industry is expected to operate on a fee-based model, according to the ...

While fee-based financial planning has won over many wealthy investors, some clients, especially the more self-directed ones, still prefer commissions and no-fee platforms, according to a report by ...

・Investors can pay for financial advice through flat fees, a percentage of assets, hourly rates, or commissions. ・Fee-only advisors typically avoid product sales, while fee-based advisors may earn ...

Asset-based fee compression among financial advisors is expected to escalate by 2026, according to new research from Cerulli Associates. Processing Content In a survey of financial planners, advisors ...

Whether you just inherited an unexpected sum of money, you’re looking to buy a home, or you’re figuring out how to set aside money for retirement—there are plenty of reasons to hire a financial ...