Financial Adviser Fees, Part 1: EDU #1933

September 11, 2019

Financial Adviser Fees, Part 1: EDU #1933

Can Jim and Chris really spend more than one episode on Financial Adviser Fees? (You might be thinking the real question might be “Should they?”.) According to the guys, the answer to both questions is a resounding “Yes!”.

Join Jim and Chris as they begin to explain the many types of fee structures that Advisers and Planners use as well as the regulations behind those fees and how it all relates to the consumer.

Check out the background of firms and investment professionals on SEC’s Adviser Info Page.

Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Ed Slott Advisor recognition requires an advisor to be well versed on the rules and regulations regarding IRAs. The advisor must attend two live training sessions and pass two written exams annually to remain in the program. Jim Saulnier & Associates, LLC (“RIA Firm”) is a registered investment adviser located in Fort Collins, CO. Jim Saulnier & Associates, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Current registered states: CA, CO, PA, TX, WA, IL Insurance products and services are offered and sold through James H. Saulnier, a Colorado licensed insurance producer, only in those states in which he is reciprocally licensed or qualifies for an exemption or exclusion from licensing requirements. Current reciprocal insurance licensing in these states: AZ, CA, CA, CN, FL, HI, IA, MA, MD, NY, PA, SC, TN, TX, VA, WA, WI, WY Click here for a more detailed disclosure.