03/12/2026
Fees for checked luggage, medical co-pays, trash service, CPAs, attorneys...it seems we are surrounded in an increasingly fee-driven society. But how often do servicers receiving fees actually validate the worth of the work provided?
For more than 20-years in financial advisory services, I’ve learned that one topic shows up in nearly every client conversation: advisory fees. Unlike commissions, fees are fully transparent—you always know what you’re paying, and they generally reflect both the size of your portfolio and the ...