Interesting theory, but is this the only portfolio allocation theory out there? Recommend any others?
As far as portfolio selection, what kind of questionarre do you have and does it input into some software or do you use prefabricated funds based on time length?
Also, does anyone here double dip aum and commissions?
It seems kinda expensive to pay asset fees in addition to the asset fees of the funds themselves, thats 2.75%-3.5%!!!
I kinda want to get my cfp, but I am not excited about all the regulations and rules. Is it as constricting as I have heard? Can't scratch your ass without getting it approved!
Thanks for the feedback and advice guys.
As far as portfolio selection, what kind of questionarre do you have and does it input into some software or do you use prefabricated funds based on time length?
Also, does anyone here double dip aum and commissions?
It seems kinda expensive to pay asset fees in addition to the asset fees of the funds themselves, thats 2.75%-3.5%!!!
I kinda want to get my cfp, but I am not excited about all the regulations and rules. Is it as constricting as I have heard? Can't scratch your ass without getting it approved!
Thanks for the feedback and advice guys.