Many may think when they see the words ‘ flat fee’, that is the only point that they should focus on! Some may even think it’s more important than the actual investments in the portfolio, and the return it should generate! There’s talk that flat fee advisors are just there to deflate the cost of investing, so investors will levitate to it. There is way more to flat fee financial advisors – it’s about transparency – not the flat fee price cut you get.
Here is an article about all the ways that a flat fee advisor can help you, as a consumer, be more informed and aware about your money and make better decisions.
This blog originally appeared on Josiah Peterham‘s Flat Fee Advisor website.
Enjoy reading the blog: Flat Fee Advisors: It’s About Transparency
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The Transparent Advisor Movement’s mission is to promote ideals of clarity, modesty, integrity, dignity, and client advocacy in all aspects of financial advice, with a special focus on Advice Only, Flat Fee, and Hourly service models. There is a special emphasis on clear disclosure of services and their related fees.
The Transparency Movement is the future of the industry – we welcome anyone who believes in our values to join us.
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Grillo Investment Management, LLC does not guarantee any specific level of performance, the success of any strategy that Grillo Investment Management, LLC may use, or the success of any program.
Grillo Investment Management, LLC will strive to maintain current information however it may become out of date. Grillo Investment Management, LLC is under no obligation to advise users of subsequent changes to statements or information contained herein. There is no guarantee that the information contained herein is accurate. This information is general in nature; for specific advice applicable to your current situation please contact a consultant or advisor.
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