IncomeOriented
Dryer sheet aficionado
Maybe the advisor fees are a small price to pay for her comfort and peace of mind.Thank you all..I agree on consolidation ..working on that. Someone asked if still with RIA at LPL..yes I haven't had the time to investigate that any deeper.
It is likely not much can change there as mom considers them her "friends" .
pwf
Possibly the FA can help consolidate the CDs with a low to no cost account.