At Next Portage Financial, one of the most common questions we get from clients is how fees are charged and what the different fee options are. We believe that financial literacy is key to making informed financial decisions, so we take the time to explain these options and so that you can choose what’s best for your situation. Here are some key points to consider when deciding between two common fee structures: Assets Under Management (AUM) and a flat fee.
Read MoreVirtual meetings are nothing new. In recent years, they've become a standard part of life, making it easier to connect with colleagues, family, and professionals. But when it comes to your finances, should you consider working with a financial advisor virtually or stick to the more traditional in-person meetings? Here are some of the top reasons I find virtual advising to be a good option for my clients.
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