Working with a CFP

Working with a CFP

RobinO's avatarRobinORegular Visitor

I am starting to work with a Certified Financial Planner who charges by % of assets managed (as opposed to charging a commission). What do you feel is an appropriate % for the CFP to charge as his/her fee? If you have worked with a CFP, do you have any advice or tips for building a successful relationship?
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