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Understanding Financial Advisor Fees: What Are You Really Paying For?

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Manage episode 488341295 series 3621285
Content provided by Steve Smit. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Steve Smit or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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Welcome to our final installment of our 7-part series, where we’re diving into the 7 principles of Powerhouse Financial Advisors!

Let’s be real. Nobody wants to talk about fees, but everyone wants to know if they’re getting a fair deal! Today, Steve sheds light on one of the most misunderstood aspects of working with a financial advisor: what you're actually paying for, and why it matters.

Here’s some of what we discuss in this episode:

🔍 The 3 main fees in most financial plans

📊 How to assess whether you're getting real value

💬 What the “average” advisory fee actually looks like

🧠 Why younger investors often miss out on valuable advice

Get your copy of Power Up Your 401K: https://keap.page/ngt919/toolkit.html

Follow along on YouTube: https://www.youtube.com/channel/UCEE5ZkDedYTsKzkh2UxQ9Sg

Book your 401(k) Onboarding Meeting with Steve: https://calendly.com/steven-powerhouse-advisor/401-k-retirement-meeting-1-hour-clone?month=2024-12

Other ways to get in touch:

Phone: (775) 266-8867
Our website: https://powerhousefinancialadvisors.com/
Email: [email protected]

LinkedIn: https://www.linkedin.com/company/powerhouse-financial-advisors/
Facebook: https://www.facebook.com/PowerhouseFinancialAdvisors

  continue reading

33 episodes

Artwork
iconShare
 
Manage episode 488341295 series 3621285
Content provided by Steve Smit. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Steve Smit or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Send us a text

Welcome to our final installment of our 7-part series, where we’re diving into the 7 principles of Powerhouse Financial Advisors!

Let’s be real. Nobody wants to talk about fees, but everyone wants to know if they’re getting a fair deal! Today, Steve sheds light on one of the most misunderstood aspects of working with a financial advisor: what you're actually paying for, and why it matters.

Here’s some of what we discuss in this episode:

🔍 The 3 main fees in most financial plans

📊 How to assess whether you're getting real value

💬 What the “average” advisory fee actually looks like

🧠 Why younger investors often miss out on valuable advice

Get your copy of Power Up Your 401K: https://keap.page/ngt919/toolkit.html

Follow along on YouTube: https://www.youtube.com/channel/UCEE5ZkDedYTsKzkh2UxQ9Sg

Book your 401(k) Onboarding Meeting with Steve: https://calendly.com/steven-powerhouse-advisor/401-k-retirement-meeting-1-hour-clone?month=2024-12

Other ways to get in touch:

Phone: (775) 266-8867
Our website: https://powerhousefinancialadvisors.com/
Email: [email protected]

LinkedIn: https://www.linkedin.com/company/powerhouse-financial-advisors/
Facebook: https://www.facebook.com/PowerhouseFinancialAdvisors

  continue reading

33 episodes

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