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Tag: advisor fees

A Fee, or a Tax?

April 13, 2022April 15, 2024 ~ Jamie ~ Leave a comment

No one loves taxes and we talk about it all the time, but few talk to their advisors about fees.

The Wealth Management Commission (a.k.a. Fee)

August 22, 2019April 15, 2024 ~ Jamie ~ Leave a comment

Advisors claim to be fiduciaries, but do their fee schedules match that claim?

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Jamie Menges, CFP®, CPA

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