Fee-Based Financial Advisor

Fee-Based Financial Advisor

by Richard C. Wilson & Family Offices Group Association Team

Family Office Definition: Fee-Based Financial Advisor

Fee-Based Financial Advisor definition:  A fee-based financial advisor places trades on your behalf and offers financial advice to clients. Contrary to traditional brokers, fee-based advisors are not compensated by commission on transactions. These advisors charge an annual fee (either a flat rate or percentage of client accounts) for ongoing services. The SEC and current industry trend encourages fee-based compensation because it aligns client and advisor interests.

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