Floridatennisplayer
Recycles dryer sheets
- Joined
- May 3, 2014
- Messages
- 485
Haven’t posted here since retiring in January. I see no one noticed or missed me!!! LOL
Anyway, I could not justify or tolerate their fees any longer. They were churning and churning 20 some odd funds in an IRA all with below average results.
I called them this morning. They resisted and wanted to set up a meeting with several people. I finally cut them off and told them, “I’m not coming in, just do what I say.”
So, they relinquished. I’m going to the simplicity of a 3 fund portfolio. My fees will go from close to $6,000 per year to $437.
Anyway, I could not justify or tolerate their fees any longer. They were churning and churning 20 some odd funds in an IRA all with below average results.
I called them this morning. They resisted and wanted to set up a meeting with several people. I finally cut them off and told them, “I’m not coming in, just do what I say.”
So, they relinquished. I’m going to the simplicity of a 3 fund portfolio. My fees will go from close to $6,000 per year to $437.