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businessApr 10, 202238:11pending

Breaking Up With My Financial Advisor?

Two Sides of FI

About this episode

Did you know that financial advisor fees can eat up HALF of your portfolio's value over time? While happy with the good support and great relationship he had with them, Jason was thinking about leaving his financial planners late last year. In this episode, we capture a conversation Eric + Jason had on this topic, as they discussed the merits and downsides of paying assets under management (AUM) fees. Topics covered in this episode include why he stuck with them over the years, the value advisors can bring, more cost-effective options for financial advice, and how Jason is making his decision. Get the facts and make the right choice for yourself! Show notes: https://twosidesoffi.com/advisors

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Breaking Up With My Financial Advisor?

Two Sides of FI

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