Value vs. Cost: How to Evaluate Advisory Fees
Update: 2025-06-23
Description
How many people actually understand how their financial advisor gets paid? In this episode of THE FINANCIAL COMMUTE, host Chris Galeski and Wealth Advisor Kevin Rex are here to break it down.
Tune in if you're interested in…
- Understanding the different ways financial advisors charge for their services
- Learning how to spot hidden costs and potential conflicts of interest
- Hearing the history behind Morton Wealth’s fee-only philosophy and how it’s evolved
- Exploring when a flat fee might make more sense than a percentage-based model
- Knowing what really adds value in an advisor relationship (hint: it's more than just managing a portfolio)
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