THE FINANCIAL COMMUTE
Hosted by Wealth Advisor Chris Galeski, THE FINANCIAL COMMUTE is a weekly podcast that gives the rundown on what's going on in the current market, how it affects you, and what you can do about it – all designed to fit into your commute. Each week Chris welcomes an expert guest, including Morton Wealth advisors, fund managers, and investment analysts, to break down complex financial topics. Our goal for this podcast is to provide you with the tools to help you navigate this challenging environment, leading to a path of more confident investing.
THE FINANCIAL COMMUTE
Value vs. Cost: How to Evaluate Advisory Fees
How many people actually understand how their financial advisor gets paid? In this episode of THE FINANCIAL COMMUTE, host Chris Galeski and Wealth Advisor Kevin Rex are here to break it down.
Tune in if you're interested in…
- Understanding the different ways financial advisors charge for their services
- Learning how to spot hidden costs and potential conflicts of interest
- Hearing the history behind Morton Wealth’s fee-only philosophy and how it’s evolved
- Exploring when a flat fee might make more sense than a percentage-based model
- Knowing what really adds value in an advisor relationship (hint: it's more than just managing a portfolio)