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Message
re: Financial Advisor Meeting
Posted on 11/19/19 at 4:00 pm to LSUFanHouston
Posted on 11/19/19 at 4:00 pm to LSUFanHouston
I think these services can be decoupled.
1) Building a financial plan and fielding X number of sessions annually for touchbases against said plan = fixed rate fee (e.g., $1,500 for plan plus a few meetings annually).
2) Fees related to asset management that emerges as a need coming out of #1.
1) Building a financial plan and fielding X number of sessions annually for touchbases against said plan = fixed rate fee (e.g., $1,500 for plan plus a few meetings annually).
2) Fees related to asset management that emerges as a need coming out of #1.
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