November 13, 2011
The InvestmentNews article "Five ways for financial advisers to raise fees" by Lavonne Kuykendall provides five steps that advisors suggest other advisors keep in mind when raising prices. ACA member Bert Whitehead notes that he does not use asset-based fees. Instead he opts for the open retainer model which is calculated based on a less conflicted combination of real estate assets, income, the complexity of the account, time needed, how much responsibility the firm undertakes and investment asset value.
May 09, 2012
May 03, 2012
May 01, 2012
One of the most stressful parts of tax filings is gathering the information. Managing tax recordkeeping as a year-round job makes the actual filing of the return much easier.
Erin Baehr
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