Episode 50

Fee vs. Commission: Finding the Right Financial Advisor and Understanding Your Costs - 12/06/2025

00:00:00
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00:52:50

December 6th, 2025

52 mins 50 secs

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About this Episode

John Berkley and Krista Berkley clarify the critical differences between fee-based and commission-based advisory models. The discussion emphasizes that understanding how your advisor is compensated and the underlying investment expenses is crucial, as the best platform—whether buy-and-hold commission or ongoing fee management—depends entirely on the client's needs and investment goals.