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re: Reputable fee only financial planners Baton Rouge
Posted on 1/16/15 at 5:05 am to Books
Posted on 1/16/15 at 5:05 am to Books
Fee only vs fee based . Isn't fee based where the planner gets an agreed on percentage of the value of your account each quarter? And fee only is where they charge your $ (a set fee) for one-time advice?
Posted on 1/16/15 at 10:09 am to AthensTiger
Typically a CFP will charge you a "set fee" to put together a financial plan for you. Then on top of that will typically charge a "%fee" if your assets that he will manage.
However, if you meet one that will do only a financial plan for you and direct you how to manage your own assets at vanguard or such then yes it's only a 1 time fee. But usually, the cfp will manage your assets for you as mentioned.
However, if you meet one that will do only a financial plan for you and direct you how to manage your own assets at vanguard or such then yes it's only a 1 time fee. But usually, the cfp will manage your assets for you as mentioned.
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