About ClientFirst Wealth, Legacy & Estate Planning — Ed Mahaffy, CFP®
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About ClientFirst Wealth, Legacy & Estate Planning — Ed Mahaffy, CFP®
Locations
Services
- Retirement Planning / Retirement Income Solutions
- Investment Management Services
How It Works
News
Blog
Get the Book
Contact Us
Videos

The Art of FEE-Only Financial Advising

May 7, 2024

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Location

1501 N University #715 Little Rock, AR 72207

4200 S. Hulen Street Suite 417 Fort Worth, TX 76109

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(800) 600-8416

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DISCLOSURES

¹ The widely cited industry-standard advisor fee is 1.0% of assets under management. Median advisor AUM fees range from approximately 1.0% on portfolios up to $1M to 0.85% on portfolios above $1M, with all-in costs (AUM fee + underlying fund expense ratios + platform/transaction fees) typically running 1.5%–1.65% on portfolios above $1M. Source: Bob Veres' Inside Information advisor fee study, analyzed by Kitces.com — Independent Financial Advisor Fees Comparison: The Typical AUM Wealth Management Fee (https://www.kitces.com/blog/independent-financial-advisor-fees-comparison-typical-aum-wealth-management-fee/).

² Hypothetical example for illustrative purposes only. Assumes a constant fee differential applied to a $1,000,000 portfolio over 25 years and constant portfolio composition. Individual results vary based on portfolio size, market performance, fee structures, and taxes. Past performance does not guarantee future results.

³ Hypothetical scenario for illustrative purposes only. Does not represent any specific client experience or guarantee any particular outcome. Investment portfolios involve risk, including possible loss of principal.

General disclosure: ClientFirst Wealth, Legacy & Estate Planning is a Registered Investment Advisor. Advisory services are offered through ClientFirst Wealth, Legacy & Estate Planning. The information on this site is for educational purposes only and is not intended as personalized investment, tax, or legal advice. Past performance is not indicative of future results. Investment in securities involves risk, including possible loss of principal.

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