Published News

1% AUM alternative

https://getadviceonlyriaedge.brightsora.com/posts/how-the-advice-only-ria-model-is-reshaping-wealth-management

The 1% AUM alternative is for people who want professional-grade portfolio management without the traditional percentage-based asset under management fee. Instead of paying ongoing fees, you get a fixed fee plan for the same personalized asset allocation and rebalancing guidance. This appeals to those who value transparency and want predictable costs, especially for larger portfolios where the AUM percentage can become substantial over time.

advice-only financial planning 2

https://riacompliancesupportblog.inkharbory.com/posts/the-case-for-dedicated-ria-compliance-support-in-modern-wealth-management

Advice-only financial planning means you pay a flat fee or hourly rate for professional guidance, not for someone to manage your money. It's like hiring a coach who helps you build your own financial roadmap, answering questions about budgeting, investing, or retirement, but you handle the trades and accounts yourself. This approach can be a good fit if you want expert input without ongoing management costs.