CPA Advantage #8 | Fee Transparency Rules | OH IN KY

CPA Advantage #8 | Know What You’re Paying for – and Why

Published on by Andy Bertke, Beth Germann, in Tax Services, Video, Wealth Management

Can’t watch the video? Get the transcript.

You know you pay fees and commissions to your financial advisor – but what are you really paying for – and why? In part 8 of our CPA Advantage series, CPA & PFS Beth Germann and Andy Bertke explain fee transparency – and why it matters to your financial results.


Categories

Related Services

More Insights

Apply Now