Another Financial Advisor Doing The Right Thing

andrew hallam

andrew hallam

I’m a financial columnist for Canada’s national paper, The Globe and Mail, as well as for AssetBuilder, a financial service firm based in Texas. I’m also the author of Millionaire Teacher: The Nine Rules of Wealth You Should Have Learned in School (Wiley 2011) and The Global Expatriate’s Guide To Investing: From Millionaire Teacher to Millionaire Expat (Wiley 2015). My mission is to educate, motivate and inspire people on basic retirement planning and best practices for investing, using evidence-based strategies. I'm happy to comment on your questions. However, please read the Terms of Use.

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8 Responses

  1. DIY Investor says:

    Thanks for including me on your list and the mention. I recommend Ferri as well. His website is very well done.

    You might also want to look at .

    I have to admit that when I started I thought I had come up with something new. I knew that pension funds, college endowments etc. were going the low cost, indexed route but didn't know that the same services were available for individuals. It is possible to be in the business and not realize that there are low cost, better performing alternatives out there.

  2. Thanks for the mention, Andrew. It's still quite difficult to get good quality, reasonably priced advice if you have a portfolio under $100,000. The reality is that most advisors simply can't make a living serving small clients for a few hundred dollars a year. Doing it yourself remains a good option for small investors, though they still need to put some time into acquiring the knowledge.

    Keep up the good work.


  3. Jean says:

    Andrew, I wish this the type of information from your blog had made it my way 5/10/15 years ago, but, at least, I found my way to Assetbuilder with time still on my side. Glad you're making these more low cost options known to so many others.

    Just want to provide more complete information on Assetbuilder's fees. They start at .45 % (with the current minimum investment of $50,000) and gradually decline with the increase in assets. So, the .40% occurs at $600,000 +, .30% occurs at $1million, and, eventually, they get down to .20% if you're fortunate enough to accumulate $20 million or more. You can see the full range at

  4. Great post and kudos to Robert and others who are REALLY in the business of financial advising.

  5. Bhaskar Naik says:

    Is there a company in Canada similar to Assetbuilder et al?

    • Hey Bhaskar,

      As far as I know, there's nothing like Assetbuilder in Canada. But of course, you can similate similar portfolios with exchange traded funds. It's just a bit more work, because you have to make the purchases, rather than a company compiling the ETFs for you. I'm surprised that nobody in Canada (to my knowledge) has started a company similar to Assetbuilder though.

  6. Kirk Mitchell says:

    Do you have a list of reputable advisors working in Asia that I could seek out? I have not been able to find anyone yet in Shanghai willing to work on a fee basis. My plan is to set up an account with DB Vickers in Singapore in the spring, but would like to work with an advisor before then.


  7. Hi Kirk,

    I'm sorry but I don't have such a list. I would be very surprised if there were anyone in Asia doing this. It takes a rare bird to set up this kind of business. People generally go into finance to make money, not change the world.

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