MoneyWise
Community
Faith Based Investing
M
MWCoachIvan

December 11th

Hi WW - great question - and the amounts an adviser might require and the fees they might levy vary widely - somewhat depending upon the services they offer - you sort of get what you pay for - but take care - charlatans do exist. An average low amount might be around $50k with fees of about 1-1.5% all inclusive. If you want to get a good grounding in basic investing - and month by month guidance on a proper asset allocation and specific fund/ETF recommendations - then check out Sound Mind Investing and get their handbook called "The Sound Mind Investing Handbook." SMI is a thoroughly Christian group. - we have used them for decades. Their web address is: www.soundmindinvesting.com - (SMI’s Web site) Also check out a Kingdom Adviser affiliate at this web address: https://www.moneywise.org/find - Locate a Kingdom Adviser Affiliate
D
DonovanB

February 11th

So there are many CFP/CKA advisors that will serve clients with via a monthly retainer as a way to serve younger individuals and those that haven’t accumulated much wealth yet. A good place to look is XY Planning Network and then you can narrow by CKAs
Please
sign in
to leave a comment
Faith Based Investing
Similar Posts
Topic
Home Sale Funds
I have sold my home and will close within the next month. We plan to build a new home out of state and relocate, however with the current new construction timeline we are looking at 1.5-2 years out. We will be renting for the 1-2 years unti...
I bonds?
I have a $5,000 CD coming to maturity this week. Would it be wise to put it into an I- bond now? Where do you foresee I-bond interest rates in the next 5 years?
Reducing available credit
Through the years I have built up a strong credit rating (over 820), with more than $100K in total available credit spread across about eight cards. I do regularly use a rewards-type card for groceries, insurance & auto expenses but I pay...
MoneyWise

Biblical wisdom for your financial journey.

ECFA

© MoneyWise Media, LLC 2022. All rights reserved.