Retirement Talk Radio's Podcast

With all the volatility this year, there are a lot of individuals re-examining the value their advisor brings in. Without knowing every option and without understanding how different financial services are structured, it can be difficult to truly evaluate your performance. That’s why we want to provide a clear breakdown of what fees and costs advisors typically charge.   We’ll start today’s discussion with Laura Stover, RFC® and Darlene Tucker, CFP® by unpacking the fees that you’ll often find from Registered Investment Advisory firms. Understanding the ‘wrap’ fee structure and everything it includes is a great start, but it’s very important to know differences you’ll find from institutional versus retail money management. Along with the fees we’ll detail, you should also take into account the added value that comes from having a comprehensive planning team. Being able to lay out a clear plan that you understand and can follow adds significant value to the performance of the portfolio because it eliminates th