The AUM model is a straight percentage fee charged annually on the total value of the assets the advisor manages for you. It is the usual model used by wealth management professionals. AUM fees ...

When it comes to financial advice, what you pay can vary based on what you get. An advisor who simply sets you up with a passive S&P 500 index fund might not be worth a 1% fee, while an advisor who ...

A financial advisor for a Roth IRA can provide guidance on contribution strategies, investment selection and long-term tax planning. Because Roth IRAs grow tax-free and qualified withdrawals are also ...

Understand how payment structures affect costs, incentives and transparency when working with financial advisors Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is a staff money ...

If there’s one topic most advisors dread more than market volatility or compliance paperwork, it’s talking about fees. Few things make an advisor’s pulse spike faster than a client asking, “So… what ...

Flat‑fee financial advisors offer transparent pricing and predictable costs—here’s how to evaluate them Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is a staff money writer at ...

Trust is an obvious component of a successful relationship between an advisor and a client. But there are some areas of the relationship where advisors may be jeopardizing that trust, and without even ...

While the actively managed mutual fund industry has seen fees lower dramatically in the past two decades due to competition from much cheaper exchange-traded-funds tied to stock and bond indexes, the ...

A lot of people hesitate to engage with a financial advisor because they assume they don’t have enough money to make it worthwhile. For a long time, that assumption was valid. Many advisors focused ...

Previously, she was a financial analyst and director of finance at public and private companies. Tina's work has appeared in a variety of local and national media outlets. Arielle O’Shea leads the ...