The founder and CEO of Artisan Financial Strategies in Alpharetta, Georgia, reviewed her available ... this advisor's outlook aligned with Moore's when it came to planning and client service.
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Ask an Advisor: When Hiring an Advisor to Manage My $4-5 Million Estate, Which Should I Choose: an $8k Flat Fee or $35k Asset-Based Fee?I’m nearing retirement and I’m wrestling with hiring either a flat-fee or fee-only (AUM) advisor to help with retirement planning and ongoing investment advice for an estate worth between $4-5 ...
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