Miranda Marquit, MBA, is a freelance contributor to Newsweek’s personal finance team. She has an M.A. in journalism from Syracuse University and has been writing and podcasting about money since ...

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Paying a 1% annual fee to a financial advisor for managing a ... account size and specific mix of services provided. For example, an advisor may offer a tiered fee schedule where the percentage ...

I’ve been using a financial advisor since about my mid-30s ... paying is proportionate to the amount of money you have. For example, if you have a $30,000 portfolio and are charged a 1.5% ...

For this list, we didn't consider online advisors that match clients and advisors for comprehensive financial planning services, such as Zoe Financial or Facet Wealth. Instead, we focused on tech ...

and financial coach to become one. That said, each investor is unique and may demand a different level of service. For example, some advisors have found success using models that do not include ...

I was in my mid-30s when I first started working with a financial advisor. And the reason I didn’t start to use one sooner boiled down to ignorance and laziness on my part. In my 20s ...

Without Advisor illustrates a 5% rate of return while with an advisor illustrates an 8% rate of return. This example is for illustrative purposes only and is not a guarantee. The hypothetical 3% net ...

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