Are you getting charged an asset based fee by your adviser?
If you not are feeling like it’s of value, it’s time for a second opinion.
Asset based fees do not make sense for three important reasons. Watch the video above learn more.
The solution that makes most sense to us and our clients, is a fee based on the complexity of your circumstance and the level of responsibility undertaken by us. Each year, we agree to a fixed fee for an agreed level of service required.
If your adviser is charging an asset based fee, it might be time to get a second opinion.
433 Logan Road
Stones Corner QLD 4120
Ph: (07) 3102 3969
Suite 1, Level 4, 858 Glenferrie Rd
Hawthorn, Victoria 3122
Ph: (03) 9818 1222