Talk:Fee-Only financial advisor

This article could use some serious help. We obviously have the immediate problem of "fee-only" meaning several things (assets Under management, hourly, retainer-based, etc.). I would like to suggest carving out a few subsections and expanding from there. I would probably start with Assets Under Management Fee-Only. Geoffvf (talk) 05:43, 26 April 2008 (UTC)[reply]

Fee Based advisors in South Africa led by IPMG - Independent Portfolio Managers beleive that a planner and client should be able to enter into a commercial relatioship that best suits their requirments. More to follow gary.geddis@ipmg.co.za —Preceding unsigned comment added by 196.211.11.58 (talk) 09:15, 14 April 2008 (UTC)[reply]

Both NAPFA and the CFP Board allow an advisor charging only for assets under management to use th "Fee-Only" description. It does not apply purely to hourly or retainer based advisors. Nice try. It is intended to differentiate from those earning comissions. —Preceding unsigned comment added by 72.11.96.222 (talk) 22:42, 9 November 2007 (UTC)[reply]

an incentive to minimize necessary trades because this may result in additional costs to the advisor if trading costs are included in the asset-based fee

I removed this "incentive" because not making necessary trades may result in a loss to the client, which will be a loss to the fee-only advisor. If it is added back in, there needs to be some clarification —Preceding unsigned comment added by Geoffvf (talk • contribs) 05:44, 31 March 2008 (UTC)[reply]