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Nov 10, 2022

Some professionals want to manage the bulk of their own wealth themselves. And when they are searching for a financial advisor, these individuals may want to ask specific advice about specific issues. Most financial advisors, however, work under a business model where they earn money by managing the assets of their clients. How can someone find a competent financial advisor and pay them an hourly fee more akin to a lawyer? On this episode Jake and Kirk delve deeper into the pay model for financial advisors and give advice on how to navigate this for your own benefit.

*“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax Planning and Preparation Services are separate and unrelated to Commonwealth.”

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Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. 

Actual performance and results will vary. These interviews do not constitute a recommendation as to the suitability of any investment for any person or persons having circumstances similar to those portrayed. Consult a Financial Advisor regarding your specific circumstances. I*financial is located at 1901 NW Military Hwy. STE. 102. San Antonio, TX 78213. Phone number 210-342-4346