Calling Fee-Based Financial Advisors
by andrew hallam · Published · Updated
I want to profile (and encourage business for) financial advisors acting as true fiduciaries to their clients.
It’s extremely profitable for advisors to sell variable annuity products or actively managed mutual funds with sales commissions or deferred sales loads.
But the good men and women who act as true financial fiduciaries don’t sell those products. And they deserve to be recognized.
If you fit the bill, I want to hear from you.
If you build:
- passive (indexed) portfolios for clients and
- charge a 1% annual fee or less,
I want to interview you in a series titled, Financial Advisors With A Conscience. I’ll also make your profile easily accessible on my homepage.
If you fit the bill, please get in contact from my contact page with your name, firm’s name, web site address and I’ll contact you.
Don’t be shy. You deserve to be recognized. And people want to find you!
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by andrew hallam · Published November 22, 2012 · Last modified May 8, 2016
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- Andrew Hallam Aug 30, 2:35 AM
Tim, You could leave it in Singapore. But it would be legal to declare any realized capital gains. If you don't sell anything, you won't...
- Steve Aug 30, 2:09 AM
Toony your experience in this area would be invaluable for many of the people coming to me every day for help. Are you willing to...
- Tim Gascoigne Aug 29, 11:25 PM
Thanks for this, it helps me as well. If one were only to move back to Canada for a year - 3 years, would you...
- Andrew Hallam Aug 29, 7:51 PM
Hi Mark, I don't believe (please correct me if I'm wrong) that you can buy a Vanguard Life Strategy ETF. To my knowledge, Schwab USA...
- Andrew Hallam Aug 29, 7:45 PM
Kevin, If you're an American, open an account with Interactive Brokers. Then buy the ETFs that I recommended in my expat book: https://www.amazon.com/Global-Expatriates-Guide-Investing-Millionaire/dp/1119020980/ref=tmm_hrd_swatch_0?_encoding=UTF8&qid=&sr= You will...
- Andrew Hallam Aug 29, 7:41 PM
Cary, I believe that Raymond James is the best of the three. But I don't know your nationality, so it's tough to speak about specifics....
- Andrew Hallam Aug 29, 3:59 PM
Hi Bryn, I think a custody fee of $2 per month for each ETF is really cheap. If you own a portfolio with 3 ETFs...
- Cary Hart Aug 29, 3:21 PM
Andrew, Any thoughts on any of these three companies? Raymond James, Integrated Financial Planning Services (IFPS), and Verde Montagne. I would appreciate any knowledge that...
- Bryn Aug 29, 1:49 PM
Hi Andrew, I have a question similar to R’s so hope you might be able to offer some guidance. I’ve been living in Singapore for...
- Andrew Hallam Aug 28, 11:04 PM
Give them a phone call Rick. You should be able to buy that one. Cheers, Andrew
- Rick Aug 28, 8:11 PM
Hi Andrew, I recently tried purchasing the HXS ETF via TD Direct International but was "not cleared to trade complex instruments". Any suggestions? Kind regards,...
- Kevin Aug 28, 1:49 AM
Hi Andrew, Just read your book and I can't thank you enough. I'm in the same boat as everyone here except I'm in Hong Kong....
- Mark Aug 28, 1:13 AM
Hi Andrew, Have just finished the Global Expat book and left as glowing a review as I could construct on Amazon UK . I'm a...
- Hannah Aug 27, 5:59 PM
Thank you once again for your support and advice! Hahaha standing there would be pretty boring, enjoy time with the kids and keep up the...
- David Harris Aug 27, 1:59 PM
Andrew, I am not sure where to log a new question/topic so I am putting it here. My question is this - I have two...
- JPExpat Aug 27, 11:09 AM
Hi All I have also surrendered my Policy with FP, and am now fighting for the rest of my money back The was I see...
- toony Aug 27, 1:22 AM
Savara, Just looked up about AIS 🙁 Ugghhhh *headache from bagging head against keyboard* You really need to take your advice too and escape from...
- toony Aug 27, 12:42 AM
Fidelity is a very well known, respected company like Vanguard - also highly recommended. They are using those funds as a loss-leader to cross-sell other...
- toony Aug 26, 10:16 PM
Chloe, You have a very clear cut decision to make! FPI has many hidden clauses to protect them at their client's expenses. You currently have...
- Steven Aug 26, 12:40 PM
Update: Despite my angry missive to Jennie Swan, pursuant to loony's message about the futility of dealing with any "enquiry", I basically told her that...
- toony Aug 25, 10:35 PM
Mark, Andrew only advocates 'buy and hold' index funds. What you have described is a mixture of speculation and market timing, something that is mathematically...
- toony Aug 25, 7:38 PM
Hi Hannah, Great to hear you are making great strides in learning more about investing and the links were helpful - such valuable and useful...
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Welcome! I’m Andrew Hallam
Many people aren't comfortable talking about money. It's not usually a conversational dinner-time topic, and its principles are rarely taught in schools. My goal is to have a "conversation" about it here, on this blog. If you read something you find intriguing, please comment or ask your questions! I am also the author of the books: Millionaire Teacher: The Nine Rules of Wealth You Should Have Learned at School & The Global Expatriate's Guide to Investing. If you'd like to find out more about my investing philosophy, read my "Nine Laws to Financial Freedom." Sign up for it and a bonus Investing Strategy below. Free!