Transparency In CompensationInvestment Insights
Full Transparency in how you are compensated.
That's what your clients want.
Here is how I'm compensated:
I charge 1% of gross income (minimum of $1500) plus a $1000 initial set up fee.
Example: If you make $150k per year, the fee would be $1500 plus the $1000 set up fee.
That fee includes:
Debt Payoff Plan
Cash flow planning
Company benefit planning
Equity compensation planning (RSU, stock options)
Coordination of other professionals (CPA, Insurance Agent, Lawyer, etc)
Some of my clients ask for our management of investments.
We charge .5% of assets we manage.
Example: If we manage $250,000 our compensation would be $1250 for the year.
Ryan Burklo is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 333 N. Indian Hill Blvd., Claremont, CA 91711. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Quantified Financial Partners is not an affiliate or subsidiary of PAS or Guardian. This material contains the current opinions of the author but not necessarily those of Guardian or its subsidiaries and such opinions are subject to change without notice. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. AR Insurance License #15319412CA Insurance License #0K24924 # 2023-150207 Exp 02/2025