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LWJ LWJ is online now
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Join Date: Jun 2007
Location: Lake Oswego, OR
Posts: 6,305
Maybe.

I pay my guy 1%. It is for part of my portfolio. He advises me on all of my portfolio so I get a bit of a deal.

I value a disinterested third party opinion as well as a dedicated focus on keeping me in the black.

For me (who is a tightwad) this is easy money to spend.

My guy is independent with an affiliation through LPL. Prior guy was one big Wall Street names, but I am forgetting. He wasn't very good.
Old 01-12-2020, 09:30 AM
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