HI Bill
Thinks s/he gets paid by the post
- Joined
- Dec 26, 2017
- Messages
- 2,560
I'm not going to argue with someone that likes what their FA does for them.
I'm not going to argue either, but just wanted to point out that in some cases, their being 'happy' with their FA, might mean they don't understand the cost associated with their FA's services. In my Mom's case, she would have ended up with ~30% more assets/income, if she'd let me help her invest with a low-cost company such as Vanguard or Fidelity.