How can this financial advisor charge such low fees without going BROKE?
Grillo Invest Grillo Invest
11.1K subscribers
145 views
0

 Published On Dec 12, 2023

Yeah. It's bonkers. But it's a great example of low fee financial advice.

JOIN the transparent financial advisor movement: https://saragrillo.com/2022/09/17/tra...

Here are more resources to support you in your path as a flat, hourly, or advice only advisor:

Newsletter
https://lp.constantcontactpages.com/s...

Marketing resource sheet specifically created for flat, hourly, and AO advisors
https://saragrillo.com/2022/03/17/gui...

"47 Financial Advisor LinkedIn Messages and Sequences that Will Not Make You Sound Stupid" https://saragrillo.com/product/47-fin...

"A Financial Advisor Marketing Plan That WON’T Stress You Out!"
https://saragrillo.com/product/a-fina...

JOIN MEMBERSHIP and learn how to get more financial advisor leads https://saragrillo.com/product/member...

FOLLOW MY PODCAST https://saragrillo.com/subscribe-to-p...


Disclosures
Grillo Investment Management, LLC does not guarantee any specific level of performance, the success of any strategy that Grillo Investment Management, LLC may use or mention in any of its content, or the success of any program it may mention in any of its content.
Grillo Investment Management, LLC will strive to maintain current information however it may become out of date. Grillo Investment Management, LLC is under no obligation to advise users of subsequent changes to statements or information contained herein. This information is general in nature; for specific advice applicable to your current situation please contact a consultant or advisor.
I want to be clear that nothing in this podcast or blog can be interpreted as an investment or insurance recommendation of any type.

Also, nothing in this podcast or blog can be interpreted as legal or compliance advice. For advise on such matters, contact a legal or compliance advisor.

show more

Share/Embed