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SVTPerformance's Chain of Restaurants
Road Side Pub
Investment Strategies?
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<blockquote data-quote="Ohio Snake" data-source="post: 16268128" data-attributes="member: 157862"><p>The industry has been going through a cycle of fee compression brought on by competition, BIC and DOL potential rule changes for Advisors. The averages chart seems to be within range of what I see. However, I see Advisors double dip on commission AND fee based, charged the same fee for income portfolios and growth portfolios or use funds with 12b-1 fees in wrap accounts....the later is now a violation of rules.</p><p></p><p>An advisor can be very helpful with strategies, obtaining institutional funds with waived minimum investments, tax managed investing and tax deferred/ free investing. An Advisor working with your tax account can help with tax efficient growth or tax efficient retirement income planning. </p><p></p><p>Interestingly, an investment firm (John Hancock Retirement ) did a survey and found the average person with retirement savings under age 65 had 3.5 advisors across all accounts. At retirement, these same people reduced the number of Advisors to 1 because they needed help with retirement income planning. No wonder people can be nomads in in the investment world.</p><p></p><p></p><p>Sent from my iPad using Tapatalk</p></blockquote><p></p>
[QUOTE="Ohio Snake, post: 16268128, member: 157862"] The industry has been going through a cycle of fee compression brought on by competition, BIC and DOL potential rule changes for Advisors. The averages chart seems to be within range of what I see. However, I see Advisors double dip on commission AND fee based, charged the same fee for income portfolios and growth portfolios or use funds with 12b-1 fees in wrap accounts....the later is now a violation of rules. An advisor can be very helpful with strategies, obtaining institutional funds with waived minimum investments, tax managed investing and tax deferred/ free investing. An Advisor working with your tax account can help with tax efficient growth or tax efficient retirement income planning. Interestingly, an investment firm (John Hancock Retirement ) did a survey and found the average person with retirement savings under age 65 had 3.5 advisors across all accounts. At retirement, these same people reduced the number of Advisors to 1 because they needed help with retirement income planning. No wonder people can be nomads in in the investment world. Sent from my iPad using Tapatalk [/QUOTE]
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SVTPerformance's Chain of Restaurants
Road Side Pub
Investment Strategies?
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