I'm paying my financial adviser 1%, but ‘the only communications I get are invoices.' So I want to regain sole control of my accounts — without having to talk to him about it. Is this possible?
newscatcher
2023-01-31 18:30
I'm paying my financial adviser 1%, but ‘the only communications I get are invoices.' So I want to regain sole control of my accounts — without having to talk to him about it. Is this possible?
Getty Images Question: Eight years ago I hired a financial advisor because the rounds of layoffs at work were coming more regularly, and I wanted to know if my savings were enough for me to retire.  The financial advisor began managing some of my accounts for me for a fee of 1%. This has been a significant amount per year, but the adviser helped me prepare for and navigate retirement, a cross-country move, and buying a new house/selling the old one, so I was happy for the most part.  But this original advisor retired and I have been assigned to a new person, who has never reached out to me by email or phone to introduce herself or learn anything about me.

https://www.marketwatch.com/picks/im-paying-my-adviser-1-but-the-only-communications-i-get-are-invoices-so-i-want-to-regain-sole-control-of-my-accounts-without-having-to-talk-to-him-about-it-is-this-possible-01655480176

#marketwatch
Göm kommentarerna Kommentarer (0)

Du måste logga in före du kommenterar