Wealth Manager

Wealth Management Parody

Wealth Manager

Once in awhile, we come across something so funny that we have no other choice but to share it with you. The video below from a British investment advisory firm hilariously describes the problem of hidden fees, or what we refer to in Step 7 as silent partners. If you happened to see The Wolf of Wall Street, then the chest-pounding will resonate with you, but enough with the spoilers! Please enjoy.