As clients’ needs evolve, so do fee structures for financial planning services. 

XML CEO and Co-founder, Brett Bernstein, CFP®, recently discussed with Financial Planning Magazine how the firm incorporates financial planning into their Assets Under Management fee. He highlights that fixed fees can create unnecessary complexity and mismatched expectations between advisors and clients.

Read the full article from Financial Planning.

Have questions about how these insights and ideas could impact your personalized wealth management strategy? Let’s talk.

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