At the end of 2018, the five largest fee-only financial planners managed $8.1 billion in assets for Central Ohioans – 57.3 percent of the $14.13 billion managed by all 25 firms in this year’s list.
Fee-only planners receive their compensation based on an hourly rate, flat rate or a percentage of assets managed and/or income, not through commissions. Some fee and commission planners may also offer fee-only services to individuals.
See Central Ohio’s five largest fee-only planners in the attached…
from Fort Lauderdale Real Estate News & Residential Real Estate News – Residential Real Estate News Headlines | Bizjournals.com & Banking & Financial News – Banking & Financial News Headlines | Bizjournals.com http://feeds.bizjournals.com/~r/industry_2/~3/Kw6t-tK58NU/top-of-the-list-central-ohio-s-largest-fee-only.html
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Alfred Serrano 