Fee For Service Plans: What are the Pros and Cons? скачать в хорошем качестве

Fee For Service Plans: What are the Pros and Cons?

Fee For Service Financial Plans: A service that provides a financial package to advise the areas of your life in need of planning, and is delivered as a plan without the traditional ongoing relationship with an advisor. The demand for fee for service plans is growing and we at K4 are staying with it- check out the video to see if this is the service for you! Discover the transformative approach K4 Financial takes to reduce investment fees and maximize your savings. Founded with the vision to challenge big financial institutions' excessive charges, Kent showcases a detailed comparison of fee structures across different portfolio sizes ($100,000; $500,000; $1,000,000). By partnering with low-fee investment platforms like Modern Advisor, K4 significantly cuts down the traditional costs associated with investment management, ensuring more of your money works for you. With a commitment to transparency and fairness, our model is designed to maximize client growth. Contact us at info@k4financial.ca Visit our social media accounts:   / k4financial     / k4financial   https://www.tiktok.com/k4financial/ Our Website: https://www.k4financial.ca Don't forget to SUBSCRIBE to stay up-to-date with our latest videos! 00:00 - Hey Everyone it's Kent Tilley 01:12 - Comparing Fees: Billion Dollar Banks vs. K4 03:17 - Breakdown of Investment Fees by Portfolio Size 05:04 - You Have Options: Low-Fee Investment Platforms 09:12 - Savings Across Different Portfolios 11:20 - The Importance of Ongoing Good Advice 13:20 - Reducing Fees for High-Value Portfolios 15:48 - Our Commitment to Your Financial Success 17:32 - Outro/ How to Get Started with K4 _____________________________________________________________ This presentation is just meant to provide information. The accuracy of its contents has been ensured using every available means. Certain statements made may contain forward-looking statements, which involve known and unknown risks, uncertainties, and other factors that could cause the Company's or the industry's actual results, performance, or achievements to differ materially from any projected future results, performance, or achievements. Returns are not certain, and performance in the past might not be replicated. The content on this channel is provided solely for informative and educational purposes and does not represent investment advice. The hosts are not liable for the viewers' financial decisions, and their content shouldn't be used as a foundation for investing transactions. #RetirementSavings #InvestmentFees #FinancialPlanning #RRSP #CPP #OAS #WealthManagement #CanadianPensionPlan