The 21 Questions You’re Going to Need to Ask About Investment Fees

This blog post was written by Lynn Hadary prior to his joining Moneta Group Investment Advisors. The opinions expressed herein are exclusively those of Lynn Hadary; any references to “firm”, “we” or the like relate exclusively to Hadary’s prior firm Hadary Financial Group, not Moneta.

Hadary Financial Group is excited to announce that we were recently featured in The New York Times. Working with Your Money columnist Ron Lieber, we helped contribute to his article . In light of the new Administration’s desire to delay and potentially do away with the Department of Labor’s Fiduciary Rule, we had an opportunity to talk about the ways in which consumers would benefit from the Fiduciary Rule, and how consumers can protect themselves against excessive financial services fees.

The fiduciary rule ultimately comes down to the fact that some people are making a lot of money at the expense of other people who have no idea how much their adviser is getting paid,” said Lynn M. Hadary, who runs a financial planning firm in Denver, where the only fees he earns come directly from clients.

Also, be sure to check out our that was featured in the article as it provides some helpful context behind some of the issues that were discussed.

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