‘Who Is Willing to Lay Everything Out for Me?’ I Want to Know What I’m Truly Paying My Adviser Beyond the AUM Fee. But How?

An investor questioning the true cost of working with their financial advisor wants to know whether they’re entitled to a full breakdown of all fees beyond the assets under management (AUM) charge. Experts say a CFP® professional, who commits to CFP Board to act in clients’ best interests, is required under CFP Board’s Code of Ethics and Standards of Conduct to provide transparency on how the client pays for products and services.

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