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Meeting recap with financial advisor – 2018

I meet with my financial advisor regularly. Here is a recap of my meeting with Andrew at modern-dollar.

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Retainer versus Asset Under Management Financial Advice

I have had the same financial advisor over the past few years and have gone through 3 others before finding Andrew. In this post I’ll discuss the various fee models for paying financial advisors. The two which are often debated are the retainer model and the asset under management (AUM) fee model. As a reader […]

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First 2018 Meeting with Financial Advisor

I meet with my financial advisor at Modern Dollar┬áseveral times a year virtually to go over my finances. The point of these meetings is to make sure that I’m on track to reach my major financial milestones. We schedule quick phone meetings when new changes take place in my personal financial life.   Role of […]

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Financial Advisor Performance

How much returns does your financial advisor get you? Are your investments earning more now that you have a financial advisor? Are their fees obliterating the profits from your investments?   My wealthiest friends have financial advisors. And then I have friends who have been debating getting an advisor for years now. I can certainly […]

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Primary Care & Financial Advising

I think a lot of people could reach older ages with plenty of health to spare if they were to find a competent Primary Care Physician who wasn’t dead set on treating only lab values. At the same time, I think a lot of individuals would fare better financially if they had a financial adviser […]