Until the industry adopts standard metrics for ESG investing, only customization and transparent communication and disclosures will help these strategies fulfill their promise to investors.
Be honest about how well the 'set it and forget it' approach works in investing—and how investment management is just a small part of what clients pay you for.
Ballast Point Financial Planning's Shawn Tydlaska explains the structure behind his blended model of charging a $5,000 annual retainer plus 10 basis points for clients with net worths above $2 million.
