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P. Chris Mickel

Video Transcripts

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Valeo Financial Advisors - We're Changing Our Industry - P. Chris Mickel

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Knowing Your Destination - P. Chris Mickel

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Charting a Course - P. Chris Mickel

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Follow the Money - P. Chris Mickel

Hi. Chris Mickel with Valeo Financial Advisors. Let's talk about how we're compensated. Typical compensation arrangements you'll encounter include; commissions only, fee and commissions or...

Hi. Chris Mickel with Valeo Financial Advisors. Let's talk about how we're compensated. Typical compensation arrangements you'll encounter include; commissions only, fee and commissions or fee-based, and fee only. Commission advisors are paid solely by the commissions earned from selling various financial and insurance products.

Furthermore, these advisors operate under a suitability standard, as such are only required to make recommendations that are suitable, though maybe not the bet for their clients. Fees and commission or fee-based advisors generally are compensated via both fees for advice and commissions on the sale of financial, that maybe used to implement their advice.

They too are only required to make recommendations are suitable, though maybe not the best for their clients. Fee-only advisors, we only accept payments from clients. This helps reduce the conflicts of interest inherent in how we get paid and of what we recommend. Valeo as a fee-only firm registered with the Securities and Exchange Commission has a fiduciary responsibility to act in your best interest.

We do not accept any fees or compensation based on product sales. If you'd like to learn more about this topic or why you should only be compensating your advisor for the advice given, please schedule a time for us to talk.


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Hybrid Portfolio Construction - P. Chris Mickel

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Geographic Proximity is Irrelevant - P. Chris Mickel

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Key Components to Your Success - P. Chris Mickel

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Assembling an Effective Team - P. Chris Mickel

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Costs, Taxes, and Turnover - P. Chris Mickel

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