@HedgeyeDJ Being long dividend stocks (MO, PM, SCHD, OKE, CVX, CNQ) last year was painful. This year, I'm rewarding myself with a few extra flavored logs of Zyn
@Retiredat40HQ I think for many advisors doing hourly is not feasible via compliance or the volume required to make it profitable. 250-500 is generally a reasonable charge however the volume required makes it sort of a side show to aum business or retainer. Good on you doing your own though
@Retiredat40HQ If a lawyer is executing your estate, yes it compounds. Likely they also have a retainer fee as well. I'm seriously asking though what flat rate is reasonable for an advisor?