Fee structure from advisor

Have an appointment with financial planning company and they said this about their fee structure. Is this good?

Our fee structure is based on the percentage of the assets we help manage for you. We have on-going financial services only. Creative Planning do not offer one-time or hourly services.

That doesn’t tell you anything

That tells me No though. If they do not offer one-time or hourly services they are probably only fee based.


Hi @mstrlucky74,

Question: What do you want this planner to do?

This tells me they manage your investments for a percentage of the assets. This is normally variable based on the total value.

Do you want them to manage your investments?

Does that help you?

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