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Don’t let exit fee fears
hold you back

Press coverage may have created the impression that exit fees are the norm in the wealth management sector, but nothing could be further from the case, so don’t let misplaced fears hold you back from starting or upgrading an advisory relationship.

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Changing Wealth Manager, Exit Fees, Investment Fees, Portfolio Transfers

Four reasons why you shouldn’t hesitate to change wealth manager

As might be expected, many of the investors coming to are dissatisfied with their current provider and seeking a better match – and you should never let misconceptions about hassle and costs can stand in the way of a change. It is very easy to fall prey to inertia with a wealth management relationship […]

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