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Do You Know About These Hidden Costs?
Published about 1 month ago • 3 min read
Do You Know About These Hidden Costs? When I left Phillips 66, I had multiple offers from the big banks and brokerage firms. They paid well, had big marketing budgets and nice offices. But I couldn't get past their excessive and often hidden fees. Don't get me wrong, there are great people who work at these firms, and even good advisors. But it's hard to be a great advisor in a system built for the institution rather than the client. While my clients don't have to deal with this, I'm often...
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