FULL EPISODE & SHOW NOTES: www.sunnybranchwealth.com/blog/sunnybranch-process-and-pricing

Sunnybranch Client Service Calendar: www.sunnybranchwealth.com/s/SW-Client-Service-Calendar.pdf

If you're paying your financial advisor 1% and all you're getting is someone clicking buttons to manage your investments, I’ve got some bad news.

You’re paying too much money for too little value.

In this episode, I break down four levels of financial advisor service that (spoiler!) all cost you the same amount of money.

I also explain what you should be getting for a fee that starts at 1% of assets under management.

Listen for a rundown of Sunnybranch's full client service calendar, from January tax letters to year-end charitable giving strategies, so you can see exactly what comprehensive wealth management looks like.

Whether you're an inheritor trying to figure out if your advisor is actually working for you, or you just realized you’re paying too much money for too little advice, this episode is your wake-up call.

It's time to find an advisor who provides real value for the fee you pay them.

Sunnybranch Wealth LLC (“Sunnybranch Wealth”) is a registered investment advisor offering advisory services in the State of Oregon, the State of California, the State of Washington, and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training.

The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.

Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.