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wdfifteen wdfifteen is online now
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Join Date: Mar 2008
Location: SW Ohio
Posts: 29,818
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You are going to give him 1 percent of your portfolio every year. Think about that. Is the advice given to client A who has $2 million under management twice as good the advice given for client B’s $1million account?
The whole arrangement stinks. Pay a fee-only advisor a flat rate for a tune-up every couple of years.
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Old 01-12-2020, 11:36 AM
  Pelican Parts Catalog | Tech Articles | Promos & Specials    Reply With Quote #12 (permalink)