Your CPA Doesn't Charge 1%. Why Should Your Advisor?
Bradley Clark, CFP®
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Your CPA Doesn't Charge 1%. Why Should Your Advisor?
164 просмотра · 6 дней назад
Bradley Clark, CFP®
21 подписчик
164 просмотра · 6 дней назад
Paying your financial advisor a 1% fee? On a $3M retirement portfolio, that's $30K a year, and there's a second cost most people never notice.
IN THIS VIDEO
Why a fee that looks small keeps growing with your portfolio
The quiet conflict built into how most advisors get paid
What your CPA and estate attorney would never charge you
Watch next: Afraid to Spend Your $3M Retirement? Try This.
• Afraid to Spend Your $3M Retirement? Try T...
CHAPTERS
0:00 - Could dropping your advisor save your retirement?
0:52 - The two main problems with the advisory industry
1:36 - The high cost of the 1% fee model
2:56 - Understanding advisor conflicts of interest
4:49 - A better way to pay for financial advice
WHO I AM
I'm Bradley Clark, CFP®, a flat-fee financial planner focused on retirement income.
More about me: https://bradleyclark.com/about/bradle...
My book, Be the Bird: https://bradleyclark.com/be-the-bird
See if we're a fit: https://form.typeform.com/to/Orn69qFa
Common questions, answered: https://bradleyclark.com/about/faq
Disclaimer:
The foregoing content reflects the opinions of Clark Asset Management and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as tax, legal or investment advice, or a recommendation regarding the purchase or sale of any security.
There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. Speak with a qualified professional prior to implementing any strategies discussed. Clark Asset Management does not provide tax or legal advice.
Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
#FinancialAdvisor #RetirementPlanning #FinancialPlanning