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How Your Advisor Is Paid
Financial advisors have many, many different types of compensation structures. Shanna and Jon explain the questions you should ask an advisor to get a better understanding of how they are paid. And don't be afraid to ask tough questions if you don't understand an answer! Transparency is key, and Shanna breaks down her fee structure at Heritage Financial.
Resources:
Heritage Financial Website
- Call Heritage Financial at: (480) 397-1184
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By Shanna Tingom AAMS CDFA, Shanna Tingom, Jon Gay
5
22 ratings
Financial advisors have many, many different types of compensation structures. Shanna and Jon explain the questions you should ask an advisor to get a better understanding of how they are paid. And don't be afraid to ask tough questions if you don't understand an answer! Transparency is key, and Shanna breaks down her fee structure at Heritage Financial.
Resources:
Heritage Financial Website
- Call Heritage Financial at: (480) 397-1184