StillHacking
Dryer sheet aficionado
So I finally accidentally answered a call from them and now they want to manage some or all my assets. I've been using their software. I have been working with a broker/advisor at Stifel Nicolas for many years. I admit to not tending to things as much as I should but when if ever should a service such as PC be utilized? Is anyone here paying them a fee to manage and are you satisfied? They claim anyone from 500K to tens of millions would benefit from their services. I have one small managed account with Stifel and it. Like all the others I've experimented with over the years has been a bit disappointing.