Going Fee-Based: The 7 Investor Benefits


There are numerous business and investment benefits that an advisor receives from transitioning to a fee-based approach. In fact, though, the most compelling benefits may actually be received by the client. In our mind, a transition to fee-based account structure, that is done properly, can truly be a win-win solution for your business and your clients.

We outline seven benefits that investors should receive when working with a fee-based advisor using a managed account approach:
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