Financial Advisor Episode
What were your thoughts on the financial advisor episode? I appreciated their fee transparency but think they may have over exaggerated the downsides of a flat-fee advisor. For example, a client with 2+ million invested could comfortably meet with the advisor monthly and still save money over the percentage-based advisor. Abound Wealth’s fees are high for percentage based advisors and they should be transparent that most clients won’t likely ever even interact with Brian or Bo.