Latest / The Lifestyle Investor - Investing, Passive Income, Wealth
Lens #05: Your Advisor Collects Fees Whether You Win or Lose
LIL #005: Your Advisor Collects Fees Whether You Win or Lose
Your advisor gets paid every year. Less than 5% of them actually earn it.
Episode Summary
In this episode of The Lifestyle Investor Podcast, host Justin Donald breaks down why the traditional financial advisor model is broken and what the ultra-wealthy use instead.
You'll learn why AUM fees create a structural conflict of interest, how a real family office works compared to a single advisor, and how $30,000 in annual tax savings can compound to over $13 million across 30 years.
Question of the Day 🗣️
What's the biggest challenge…
The skinny
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