Jan 02 2024 15 mins 2
Join Daniel Wrenne on Finance for Physicians as he tackles a burning question: Is the AUM Advisor approach the right fit for physicians? In this episode, Daniel breaks down the 1% fee structure, sheds light on service levels tied to account size, and unveils potential conflicts of interest.
Discover the ins and outs of AUM advisors, from manageable fees for smaller balances to potential drawbacks as your investments grow. Daniel emphasizes the importance of trust and awareness in the advisor-client relationship.
Don't miss this candid exploration of the AUM advisory model. Tune in for a balanced perspective and stay tuned for more insightful Q&A sessions in upcoming shows.
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