Investment Management and Fee-Only Planning

How to do Both (Successfully!)

On-Demand Event

If you're at all familiar with the fee-only model, then you're probably also familiar with this age-old question: How does investment management fit into fee-for-service financial planning? XYPN members Jason Speciner and Courtney Ranstrom answer this question and share how they successfully incorporated investment management into their fee-only firms. 



Jason Speciner Headshot

Jason Speciner

Courtney Ranstrom Headshot

Courtney Ranstrom

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