wealth management
Financial planning practices employ various fee models, making it essential to identify one that aligns with your needs. Some advisors charge a flat monthly fee, while others base their fees on a percentage of assets under management (AUM), and some
Whereas traditional advice was often designed to address a specific need in a client’s portfolio - generally in the form of a commission-based product sale - lifestyle planning takes a holistic view of the portfolio to identify shortfalls or areas
