Wealth Management Insights: Negotiating your fees
We are sure there have been times when you’ve heard a recommendation from an advisor and wondered what was really driving it? We reveal some of the true motivators for your wealth management firm or private bank. The things that clients sometimes don’t know, but we think you should. In the first of a series called Wealth Management Insights, we look at the important topic of fees. Naturally, everyone needs to earn a living and wants to be paid fairly for their efforts. But you should know what you are paying, and why? Unfortunately, advisors are not always good at providing complete transparency.