Shocking Study Reveals 5% Value From Working With A Financial Advisor
How valuable is a great financial advisor? A new study from Russell Investments puts a number to it.
LA Certified Financial Planner® helping friends of the LGBT Community Retire Happier Healthier and Wealthier

David Rae has been helping people achieve financial security as a Los Angeles Certified Financial Planner® and Accredited Investment Fiduciary® with DRM Wealth Management since 2003. Based in Los Angeles, Financial Planner David Rae advises his clients and their families on getting their financial houses in order, developing investment strategies to meet their goals and planning for their retirement. He has also built a strong reputation as a financial planning specialist serving the needs of individuals, couples, and families in and around the LGBT community. While his financial planning practice is based in LA, he has clients across the country, and throughout Southern California. More About David Rae
How valuable is a great financial advisor? A new study from Russell Investments puts a number to it.
Millennial Retirement: How many Millions will you need? Millennials Seeking Millions. According to a recent article in USA Today, older Millennials (DOBs in the 80s) might need to save $1.8 million for retirement, while inflation-plagued younger Millennials (DOBs in the …
Investing Mistakes to Avoid. 3 big investing mistakes to avoid, if you don’t it will cost you a bundle. I’m extremely lucky to have a smart and successful group of clients, many of whom came to me after falling victim …
What is you level of financial independence. What you need to know to have financial freedom and retire early.
It isn’t how much you make but how much you keep. How the Solo 401(k) can help business owners slash their tax bills in 2021.
Donald Trump turned a billion dollar loss into a way to pay no income taxes for years. Financial Planner LA discusses in this video for Nightline with Nick Watt.
Can I Afford To Buy a House in LA? There appears to be a frenzy for the few houses listed for sale in Los Angeles today. In the past, record-low mortgage rates and the Coronavirus lockdown made people go crazy …
Is LA worth the high cost of living? How much does it cost to live comfortably in Los Angeles? Financial Planner LA shares what you need to know.
Stock Market Volatility , Global Unrest, Inflation, where is the stock market headxing? Financial Planner LA David Rae is on the CBS evening news with Jeff Vaughn and Pat Harvey
So you want to become a millionaire? We show to build a million dollar net worth. It may be easier than you think.
Vanguard attempts to put a Value of Return on Financial Advice. How much Is expert financial advice worth? As defined by Vanguard, 3.75% of the value of even basic financial advice is significant. But in my book, it doesn’t go far …
Are you working with a fiduciary financial advisor or just some salesman pretending to give advice? Are you sure? How to get Fiduciary Financial Advice.
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