While this may seem like an attractive compensation structure to ensure your advisor is making your money work for you, often, the managers of those products are incentivized to take inappropriate risks to beat their performance benchmark. When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. Some firms receive these fees as payments, which creates an incentive to promote them.ĭoes Safe Money Solutions offer products that have performance-based fees, or does it accept performance-based fees? Will any of my assets be invested in those products? Learn more.ĭoes Safe Money Solutions offer mutual funds that have 12b-1 fees?ġ2b-1 fees increase the total annual cost of owning a mutual fund with no guarantee of higher returns. Checks take place monthly.Īfter checking the regulatory records of Safe Money Solutions, our system has identified the following question(s) to ask.

After checking the disciplinary records of Safe Money Solutions, our system found no disciplinary questions to ask.

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