The Avery Wealth Blog
Advisor / Fiduciary Role

Understanding Costs

Understanding how an advisor charges for their services is imperative in finding the right fit for your personal situation. Generally, most advisors either are compensated through upfront commissions for products they sell or on an ongoing basis through a percentage of investments that they manage on your behalf. Neither arrangement is necessarily better or worse. It is usually a good idea to discuss how an advisor gets paid, and why they chose that method.

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September 14, 2020

The 5 Stages of Investment

Having a systematic process that involves your other professionals allows your financial plan to progress efficiently and often avoid major snafus as strategies have been reviewed by multiple members of your team before being implemented.  Without a systematic process in place, things are often done as “one-offs” and in the long-run may create more challenges than benefits.  These small missteps can compound over time and create substantial negative consequences that can take years to overcome.

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August 27, 2020
Advisor / Fiduciary Role

The Different Types of Financial Advisors

Here’s a look at four different types of advisors you are likely to encounter and how they stack up against each other in some key areas. Armed with this information, you should be able to better assess which type is best suited for you based on factors such as your goals, the complexity of your financial situation and your net worth.

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August 19, 2020

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