Qianyu Liu

Financial Eastern Star

Find the perfect financial planner: First, it's important to understand there are three distinct services for which consumers engage financial professionals. We've already highlighted the first two: planning and investment advice. We've touched on a third: implementation or execution. The choice of the right adviser compensation model is tied to how much consumers can practically separate payment for these three aspects of financial advice, and whether or not it's a good idea for a particular consumer in the first place.