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- Tue Jul 20, 2021 12:07 am
- Forum: Canada / United States Tax & Accounting
- Topic: Recommended crossborder fee-only, advice only advisor?
- Replies: 9
- Views: 9687
Re: Recommended crossborder fee-only, advice only advisor?
www.efficientwealth.com's associate at Tactex Asset Management does have a DIY assist program (ETFs only) that is not AUM. For wealth management Efficient Wealth pioneered in Canada flat fee financial planning with a small AUM (currently .33%) for the separate asset management at Tactex. DIY assista...