Do You Know About These Hidden Costs?


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...