Flat Fee vs. AUM Estate Management
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fiduciary financial advisorsSmartAsset
•Ask an Advisor: Which Is Better for the Management of My $5 Million Estate – An $8k Flat Fee or $35k Asset-Based Fee?
81% Informative
Ask an advisor: Which Is Better for the Management of My $5 Million Estate an $8k Flat Fee or $ 35k Asset-Based Fee? SmartAsset ’s free tool can match you with up to three fiduciary financial advisors.
Flat-fee vs. AUM fees are two of the most common advisor compensation structures.
A good question to ask is: “Can you describe how and when you make adjustments to our plan and portfolio (if directly managing your assets)? Ask yourself what level of accessibility you need and how much help you’ll need with respect to implementation.
Ultimately, the choice comes down to your personal priorities, which of course include fees.
Please note that Jeremy is not a participant in SmartAsset AMP, nor is he an employee of SmartAsset , and he has been compensated for this article. Some reader-submitted questions are edited for clarity or brevity. Photo credit: iStock.com/fizkes, iStock.com/hobo_018.
VR Score
77
Informative language
73
Neutral language
48
Article tone
informal
Language
English
Language complexity
47
Offensive language
not offensive
Hate speech
not hateful
Attention-grabbing headline
not detected
Known propaganda techniques
not detected
Time-value
long-living
External references
19
Source diversity
4
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