http://www.consumerismcommentary.com/2007/08/29/money-magazine-no-fees-get-it-in-writing/ A premiere personal finance blog, established 2003. Within, Flexo discusses his own experiences with money, and he and other authors comment on a wide range of personal finance topics. Sat, 21 Nov 2009 16:42:00 -0500 http://wordpress.org/?v=2.8.5 hourly 1 http://www.consumerismcommentary.com/2007/08/29/money-magazine-no-fees-get-it-in-writing/#comment-118621 AllFinancialMatters » Blog Archive » JLP’s Weekly Roundup (Week of August 27, 2007) Fri, 31 Aug 2007 16:28:32 +0000 http://www.consumerismcommentary.com/2007/08/29/money-magazine-no-fees-get-it-in-writing/#comment-118621 [...] Flexo highlights this month’s “The Mole” column in Money. [...] [...] Flexo highlights this month’s “The Mole” column in Money. [...]

]]> http://www.consumerismcommentary.com/2007/08/29/money-magazine-no-fees-get-it-in-writing/#comment-118608 Jill Foster Fri, 31 Aug 2007 02:51:16 +0000 http://www.consumerismcommentary.com/2007/08/29/money-magazine-no-fees-get-it-in-writing/#comment-118608 Great call - getting it in writing means at least some degree of protection. Fee options for planners range far & wide e.g. fee-only per product sold or an annual fee based on your assets or wrap fees where management fees + annual percentages + fee-based amounts are rolled into one charge ... or hourly charges or annual retainers. So when an adviser says they won't charge, confirming it in writing is a sharp move, since the fee discussion may not be as face-value or overt as one would hope. I think I'll videoblog on this further! Thx for these posts. Great call – getting it in writing means at least some degree of protection. Fee options for planners range far & wide e.g. fee-only per product sold or an annual fee based on your assets or wrap fees where management fees + annual percentages + fee-based amounts are rolled into one charge … or hourly charges or annual retainers. So when an adviser says they won’t charge, confirming it in writing is a sharp move, since the fee discussion may not be as face-value or overt as one would hope. I think I’ll videoblog on this further! Thx for these posts.

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