My advisor charges a 2% fee for financial advice. He does not provide tax advice. My portfolio is currently worth around $850,000.

Understanding the Context

Does this fee sound appropriate? – Tim Without knowing the full scope ... Financial Advisor: Why More Investors Now Say Financial Advice Is Worth The Fee The Motley Fool: Best Financial Advisors of 2026 (and What Makes Them Worth It) From no-cost investing to full-service advice, these are the best financial advisors of 2026 and what makes each one worth considering. MarketWatch: You’re probably paying your financial adviser about 1%.

Key Insights

Here’s exactly when that’s worth it — and when it’s not You’re probably paying your financial adviser about 1%. Here’s exactly when that’s worth it — and when it’s not SmartAsset on MSN: Ask an advisor: I'm paying a 2% fee on an $850k portfolio with no tax advice. Is that too high? Ask an advisor: I'm paying a 2% fee on an $850k portfolio with no tax advice. Is that too high?

Final Thoughts