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Tag: fee-only vs. fee-based

Replacing “Assets Under Management Fees” with “Net Worth Under Management Fees”

The other day I asked a money manager I was getting to know whether his firm charged a lower fee for managing bond portfolios than it charged for managing stock portfolios. He said no — that his firm charged the same for both. I asked him about this because some […]

Language-Fail in the Land of Financial Planners

Did you know that there is a big difference between a fee-only financial planner and a fee-based financial planner — that this simple, single-word swap of the word only for the word based means a great deal in the land of FPers? No? Well, you can read all about it on the Internets Tubes via the […]