Understanding Advisors' Fees

05/12/2023 38 min Episodio 89
Understanding Advisors' Fees

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Episode Synopsis

In this episode, Mark Pletts encourages families to understand the costs associated with financial services and products, especially due to the pervasive lack of transparency in the industry. He advises them to ask their advisors detailed questions about fees and compensation structures to become better stewards of their wealth and avoid conflicts of interest. This includes attorneys, CPAs, wealth advisors, insurance agents, and other advisors.