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fee-only advice

Is a financial Planner Really Worth their Planning and Investment Advisory Fee?

Submitted by Occidental Asset Management, LLC on November 19th, 2016

A recent survey indicates that an increasing number of high net worth investors are willing to pay for solid, unbiased, fee-only investment advice and financial planning, which is not surprising considering the challenges of today’s markets and economic environment.

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Occidental Asset Management, LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (“SEC”). Registration with the SEC does not constitute an endorsement by the SEC, nor does it imply that OCCAM has attained a certain level of skill or ability. Content should not be construed as legal or tax advice, OCCAM is not engaged in the practice of law or accounting. To learn more about our firm please visit www.occamllc.net

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