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I have a friend a few years ago who got hooked up with a CFP. She was about 50 and her son was in his early 20s. She had $50k or so and her son had about $25k to manage. In all the time I knew them the CFP had them in the same mutual funds year after year and charged them each a flat $150 each every year. I could not talk her out of dumping the guy.
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