When I ask people how much they’re paying for their current wealth management or investments, what I often hear is “I have no clue”.  I find this very odd since most of my clients are entrepreneurs and C level executives who are able to calculate complex ROI’s for content marketing, adwords and a variety of other things.  They hire vendors and employees on a constant basis and consistently look at cost-benefit analysis (even if it’s back of the napkin).  Few of these clients would ever hire a vendor, service provider, employee, etc. without first knowing the cost.  Yet most people have no clue what they pay for investment advice or financial planning unless it’s a flat fee.

My industry has made it very difficult to find these numbers; most likely because most advisors fear they’ll have to then justify their value instead of actually providing value.  Transparency is a word that’s used frequently and practiced rarely.

Our firm provides clients with access to a portal so at any time they can see exactly what they’re paying in fees, what they’ve paid in the past and their performance in plain english without mathematical manipulation.

So the question is, how much are you paying and what value are you getting for it?


Investment advisory services offered through Proper Wealth Management, LLC, a registered investment adviser.
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Author: Jared Toren