Two questions

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Jul 11, 2009 11:38 am

I doubt that any of you posters are registered advisers but I'll ask this anyway.  What do you charge for your services and what do you do for your clients that justifies your compensation?  Cold calling annuities salesmen and New Jersey boiler room dirtbags need not respond.

Jul 11, 2009 11:41 am

We charge the same thing that your mom charges for hers. 

Jul 11, 2009 11:45 am

I help clients organize, integrate and coordinate all their financial affairs towards their maximum economic potential.


 
I take into account:  lost opportunity costs, taxes, inflation, planned obsolesence, technological change, the propensity to consume one's wealth as their income increases and show them that there are other options to pursue and if they want to pursue them.
 
With the approach I take with my clients, I can increase their retirement income by a minimum of 30% and reduce the overall taxation of their income over time (sometimes eliminating it).
 
Learning proper financial STRATEGIES is worth a fee, but portfolio strategies are a dime a dozen.
Jul 11, 2009 11:52 am

You're yesterday's troll and getting quite boring anyways, maxy.  Now run along home to your basement bedroom like a good little boy, before all the snake oil salesmen here get bored and decide to eat you for lunch.

I hear the motley fool forum is a perfect place for people who like to dress up and pretend they are real financial  "professionals."  You could be a legend over there!


Jul 11, 2009 1:10 pm
Frank W. Abagnale:

I help clients organize, integrate and coordinate all their financial affairs towards their maximum economic potential.


 
I take into account:  lost opportunity costs, taxes, inflation, planned obsolesence, technological change, the propensity to consume one's wealth as their income increases and show them that there are other options to pursue and if they want to pursue them.
 
With the approach I take with my clients, I can increase their retirement income by a minimum of 30% and reduce the overall taxation of their income over time (sometimes eliminating it).
 
Learning proper financial STRATEGIES is worth a fee, but portfolio strategies are a dime a dozen.



Planned obsolescence, technological change?

Are you an adviser or tarot card reader?  You didn't answer the question.  What do you charge your clients?

Jul 11, 2009 1:11 pm
Morphius:

You're yesterday's troll and getting quite boring anyways, maxy.  Now run along home to your basement bedroom like a good little boy, before all the snake oil salesmen here get bored and decide to eat you for lunch.

I hear the motley fool forum is a perfect place for people who like to dress up and pretend they are real financial  "professionals."  You could be a legend over there!




I said no boiler room dirtbags Morphius.

Jul 11, 2009 1:13 pm

You're right Morphius, this is getting quite pointless.  There aren't any advisers here and there's nothing of value to learn here.  Good luck to you all.

Jul 11, 2009 1:14 pm

See ya!

Jul 11, 2009 1:15 pm

Max, best of luck to you.  You obviously know all that you need to know.

Jul 11, 2009 3:23 pm

He's not going anywhere. He couldnt if he wanted to. Its in your blood max. You will never get this board out of your brain.


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