Impact of Adviser Fees on Withdrawal Rates in Retirement Portfolios

One of the more common misconceptions about the ”Safe Withdrawal Rate’ framework is the impact of fees; advice fees, fund expenses and platform charges. An example of this gross misconception was recently shown in this article which slams percentage fee model for retirement planning as ‘broken‘. The article notes CWC Research managing director Clive Waller points […]

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Abraham Okusanya
Abraham is the founder of FinalytiQ, a research consultancy for platforms, asset managers, and advisory firms. Recognised as one of the country’s leading experts in retirement income, platforms and investment propositions, Abraham has authored several papers on these subjects and delivered talks to the Personal Finance Society, The FCA and several conferences across the country.
He holds a Master’s degree from Coventry University and an alphabet soup of qualifications, including the Investment Management Certificate, Chartered Financial Planner, CFP and Chartered Wealth Manager designations. He was one of 5 finalists for the Professional Advisers Personality of Year Award 2015 but the award went to a more deserving winner, obviously!

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