Stop Wondering if Your Advisor is Simply Trying to Maximize Assets Under Management

As part of our Total Wealth Solution we have developed a custom billing methodology that is based on total net worth rather than assets under management (AUM). This was the best way we could think to align our incentives with our clients.

Rather than wondering if your advisor wants you to sell your employer stock simply to increase his AUM, work with someone who is incentivized first and foremost to increase your net worth.

Thinking about buying rental real estate? How do you get truly unbiased advice if the advisor’s revenue goes down if you make the purchase?

Note: Above table and chart is for a sample client and is for illustrative purposes only

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