DIY Personal & Retirement Financial Planning

Do-It-Yourself financial and investment planning Excel spreadsheet software

referral fees

Financial Planner and Investment Advisor Compensation Paid by Third Parties

There are three primary types of third party or commission-based compensation: commission-only, fee-based commission, and fee-offset commission. How an advisor is compensated can be a very important issue. With commission-only advisors, there is no direct cost to the client for planning and advice. The advice appears to be free, but it is not. Most clients […]

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