Schedule of Events

Fee Advisor Group Meeting 9/13/17

  • Wednesday Sep 13, 2017
  • Start Time: 5:30PM
  • End Time: 8:00PM
  • Del Frisco's 160 Walt Whitman Road, Suite 1108B, Huntington Station 11746
  • Presented by: Rick Hyman, American Business

The Fee Advisor Group of the FPA of LI invites you to attend their next meeting – our meetings are structured to encourage dialogue and networking among advisors.

This will be an open discussion, we would like to begin theĀ meeting with the following ideas which we think would be of interest to the attendees:

  • Types of financial advisory fee rates (i.e. percentage, percentage tiered, fixed/flat fee, hourly, annual/retainer, hybrid).
  • Fiduciary and Suitability.
  • Minimum level of assets to invest.
  • No form of advisor compensation is totally conflict-free.
  • DOL Ruling.