Roy Snarr

About Roy Snarr

"I make it my priority to deliver beyond my client's expectations by helping them strategize the best solutions based on their needs." Web Site: |
Office: 408.819.1545 | Snarr Financial & Insurance Services

Assets Under Management Fees and Expenses

Your financial planner gets paid even if your account loses value, what a deal! In the past, financial planners, stock brokers and financial advisors used assets under management as a revenue source.  It works this way:  the client has $500,000 invested with the advisor and even though some of the assets may have been acquired [...]

By |2019-03-21T14:36:03+00:00March 21st, 2019|Financial Planning|