Fee Based Financial Advisor

WiserAdvisor is the oldest and the largest independent network of financial advisors.

Summary:

The Fee Based advisors are different from traditional advisor on method of compensation. A fee based financial advisor are those who receive fees paid by you, and commissions paid to them by a brokerage firm, mutual fund company, insurance company, or investment partnership. Unlike traditional financial advisors who receive a commission from mutual fund and insurance companies for placing their clients money into their respective products, fee-based advisors earn fees from advice and they make commissions on some of the products they sell. Thus advisors interests are considered to be more in line with those of their clients.


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Results from people who have used the "Match Me" form above

Customer profile

Profile

Dorothy is in her late 50s, single, working as a paralegal at a prominent Washington law firm. Her interests are reading and international travel.

Portfolio Size:

$450K

Arrow UpI am hoping to retire soon and wanted to get a portfolio review done quickly...
... WiserAdvisor helped us connect with John; He understood my situation and laid out a plan that I liked a lot. The strategic review was completed quickly and thoroughly.Arrow Down