Browse Section 8: Working with the Client

25.1 Overview of Fee-Based Accounts

In this section

  • 25.1.1 Definition and Characteristics
    An in-depth look at fee-based accounts, discussing fee structures and the alignment of interests between financial advisors and their clients.
  • 25.1.2 Benefits and Limitations
    An exploration of the advantages and disadvantages of fee-based accounts, including cost transparency and potential drawbacks.
Thursday, September 12, 2024