A recent report by research firm Cerulli Associates found that affluent clients are most interested in fee-based planning models. The survey found that 36% of affluent investors say they prefer ...

The AUM model is a straight percentage fee charged annually on the total value of the assets the advisor manages for you. It is the usual model used by wealth management professionals. AUM fees ...

What Is a Fee-Based Advisor? A fee-based advisor is a finance professional who is paid by the fees they charge their clients. While they are primarily compensated through client fees, they may also ...

There’s a question we rarely ask in the financial world—perhaps because the answer is uncomfortable: “What if the way we pay for financial advice is one reason so many people never reach financial ...

Fee and commission financial planners (also referred to as fee-based) are generally compensated through a combination of fees and commissions. Some firms in this section might offer fee-only planning ...

When it comes to financial advice, what you pay can vary based on what you get. An advisor who simply sets you up with a passive S&P 500 index fund might not be worth a 1% fee, while an advisor who ...

Check back weekly for the next story, or find the pieces by following Salinger on LinkedIn. The fees collected by financial advisors can often start healthy, passionate debates within the profession, ...

While fee-based financial planning has won over many wealthy investors, some clients, especially the more self-directed ones, still prefer commissions and no-fee platforms, according to a report by ...

Flat‑fee financial advisors offer transparent pricing and predictable costs—here’s how to evaluate them Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is a staff money writer at ...

Advisor fees vary widely. Know about advisor costs with our financial advisor fee calculator, which also estimates investment growth. Many, or all, of the products featured on this page are from our ...

Financial advisors typically focus on investment management, while financial planners help create a roadmap for your finances Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is a ...