Sat Feb 15 2025, by socialcapofficial

Three Reasons to Avoid Percentage-Based Financial Planners

Hi, I’m Tyler, a former financial adviser and portfolio manager. Now, I create financial content with companies like Facet to show you what the future of financial planning looks like.

1. Disproportionate Prioritization

If you have more money to invest, the adviser makes more money. For instance, if Person A has $10 million invested and Person B only has $100,000 invested, who do you think that adviser is prioritizing on a daily basis?

2. Access Issues for Smaller Investors

That’s if they even let you through the door in the first place. If you have $100,000, the odds are you aren’t even worth their time. This is why many people continue to believe that investing is only for the wealthy.

3. Inequality in Service Delivery

And even if you did have $10 million to invest and they let you through the door, how on earth is it 100 times more work to invest $10 million for Person A than it is to invest $100,000 for Person B? I was taught that the perfect portfolio is based on you, regardless of how much money you have to invest.

So if you want to avoid being frustrated by the fee structure of the past, go to facet.com/tyler today and connect with their team. They will provide you with exceptional service for one flat annual fee.

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