Selecting Your Financial All-Star Team

Episode 6 · May 1st, 2019 · 6 mins 25 secs

About this Episode

Although many different labels are used, there are really just three types of financial advisors in the industry:

  1. Commission-based,
  2. Fee-based and
  3. Independent and fee-only.

While there are excellent advisors in all three categories, and there is a place for each in this field, it is important for any informed consumer to understand how each is compensated, and how that can impact the advice the advisor delivers. Join Don Laubacher, Sequoia's Senior Vice President of Family Wealth for an depth look at these types of financial advisors.