Don’t confuse fee-based RIAs with fee-only RIAs ifyou want to talk fiduciary regulations with Harold Evensky andexpect to get away with it.
Evensky, Chair of Evensky, Katz and Foldes Financial, a fee-onlywealth management firm with about $1.5 billion in assets undermanagement, is credited with being one of the first to pioneer thefee-only advisory movement in the early 1990s, when his practicemade the jump from a commission-based model of compensation to afee-based, fiduciary model.
Now in his 70s, he continues to lead the firm he co-founded andserves as an adjunct professor at Texas Tech University, where heteaches a graduate course in wealth management.
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