Flat Fee Financial Planning Adviceonly Meadow

Why Flat-Fee Financial Planning Is Gaining Traction with Serious Investors

For years, the financial advice world operated on a simple model: advisors charged a percentage of assets under management. If you had a portfolio worth one million dollars, you paid roughly one percent each year, or ten thousand dollars. That arrangement worked well for people with large, complex investment accounts. But it left out many people who needed advice more than they needed asset management. And it created a subtle conflict: the more assets an advisor managed, the