Breaking Down The Prestige Process
This episode pulls back the curtain on the entire Prestige Advisors process, step by step, including what each stage costs and when you actually pay.
Show notes
Most advisors dodge the fee question. In this episode, Mark Clark, CFP® CKA® and Logan Clark pull back the curtain on the entire Prestige Advisors process, step by step, including what each stage costs and when you actually pay.
We cover:
- The 6 steps of working with Prestige Advisors, from the first call to ongoing advocacy
- Why steps 1 through 3 cost you nothing out of pocket
- A real case study: how a cost segregation study uncovered six figures in potential tax savings before the client paid a dime
- The layers of investment fees most people never see, and how to find them
- Why the Vanguard Advisor's Alpha study says professional guidance can be worth more than it costs
- Performance-based fee structures for qualified higher net worth clients
- The three things you can do with taxes: pay them, defer them, or work to eliminate them
Whether you're a business owner, real estate investor, physician, or high-earning professional, this episode shows you exactly what to expect before you ever pick up the phone.
Have a question? Email Logan at logan@prestigeadvisors360.com
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Smart Tax, Smarter Growth.
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Disclaimer: This content is for educational and informational purposes only and does not constitute tax, legal, investment, or financial advice. Prestige Perspective is a general discussion of concepts and strategies that may not be suitable for your specific situation. Tax laws and regulations change and apply differently to each individual, and nothing here should be relied upon as a recommendation. Past results do not guarantee future outcomes. Consult a qualified tax, legal, or financial professional before acting on anything discussed. Prestige Advisors, Inc.