The Dollars & Sense Podcast

← The Dollars & Sense Podcast19 may · 27 min

When Financial Advice Fees Go Too Far

When Financial Advice Fees Go Too Far19 may27 min

Send us Fan Mail Most financial advisers defend adviser fees. In this episode, Tim and Brodie do something different...... they challenge them. From ongoing fees on “set and forget” portfolios, to percentage-based charges that grow far faster than the actual work involved, this episode explores when adviser fees genuinely deliver value… and when they may not. Tim and Brodie unpack: Why unclear fees are always a problem Whether passive investment portfolios justify ongoing adv...