Jon Luskin, CFP® ● Hourly Advice for Do-It-Yourself Investors
Hourly Advice for Do-It-Yourself Investors
Two recent episodes in setting financial planning fees merit sharing, and both have the same ultimate take-away: don’t think you’re not worth it – because the right clients think you are.
The traditional financial planning billing model gives you two options for generating revenue: sell an annuity or some other similar commissioned product, or collect an asset management fee for managing a client’s Investment Portfolio.
Jon Luskin is a registered investment adviser in the states of Arizona, California, Florida, Louisiana, Massachusetts, New York, North Carolina, Texas, Virginia and Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.