Learn how a fee only financial advisor operates and the distinguishing characteristics that separate a fee only financial advisor from the rest. Get a glimpse at what fees you should pay, what recommendations you can expect, and the incentives behind the advisor you work with.
When one of the top investment minds speaks, you listen. At the recent Daily Journal annual meeting, legendary investor Charlie Munger introduced board member Peter Kaufman, who explained his 5 Aces approach to finding a talented investment manager. Uniquely named 5 Aces for the best poker hand you can get with wild cards, finding these traits with an investment manager could lead to your own jackpot.