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Recent Posts by Michael Duvally

Financial News ,Financial Advisor ,Wealth Management ,Financial News

Why Should I Use Retainer Fee Wealth Management? Here's a Pricing Model Breakdown

Retainer Fee-Based Wealth Management holds several significant advantages that other fee- and/or commission-based pricing structures do not, including a reduction in potential conflicts of interest and better alignment with clients' financial goals.

You wouldn’t ask an electrician to look at your leaky faucet, so why would you ask an investment manager what kind of trust to use to ease the burden of probate on an estate, or how to structure the buy/sell agreement for a business?

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