Cost of advice a key factor for budget-conscious clients
Prospective clients rarely have asked adviser Lee Munson to justify his asset management fees. That is, until now,…
Prospective clients rarely have asked adviser Lee Munson to justify his asset management fees. That is, until now, he said.
One prospective client recently asked him about an online service she had found that would automatically re-balance her investment holdings every six months for a very
Learn more about reprints and licensing for this article.