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Fee-Based vs Fee-Only & Walkner Condon Decision-Making

Sep 27, 2017 | Blog

The distinction between Fee-Only and Fee-Based financial advisors is a more and more common discussion being had in our industry. We’re taking a look at it for you in this video, as well as in our podcast, Gimme Some Truth, which you can find on both iTunes and Soundcloud. By doing this, we also hope to flesh out our general decision-making process in front of you more clearly.

We encourage you to listen to our new podcast episode on this topic and welcome any feedback or questions you may have.

Walkner Condon Financial Advisors is a registered investment advisor with the SEC and the opinions expressed by Walkner Condon Financial Advisors and its advisors in this piece are their own. Registration with the SEC does not imply a certain level of skill or training. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.

Information presented in this piece is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.

Information in this piece does not take into account your specific situation or objectives and is not intended as recommendations appropriate for any individual. Readers are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.