Fee-Only Planner vs. Fee-Based Planner

Fee-Only Planner vs. Fee-Based Planner

What is the difference between fee-only and fee-based planning? As broker-dealers have searched for customers, many brokers have advertised as fee-based, which allows them to be paid by clients but also receive compensation from commissions or other sources. Anchor operates on a fee-only basis, meaning financial planning services are offered for a quoted price and no other sources of compensation are received. Anchor, as a Registered Investment Advisor, has a fiduciary duty to protect client assets, free of conflicts of interest. Fee-only financial planning puts the clients’ interests first. Click Here

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THIS INFORMATION IS AS GENERIC AS POSSIBLE; NEVERTHELESS, INDIVIDUALS SHOULD CONSULT US OR THEIR OWN INVESTMENT COUNSEL REGARDING PERSONAL CIRCUMSTANCES PRIOR TO ACTING.

Anchor operates on a fee-only basis: financial planning services are offered for a quoted price and investment management services are recognized as a percent of assets under management.