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re: Self-directed retirement

Posted on 3/2/24 at 7:56 pm to
Posted by gungho
Member since Jun 2016
87 posts
Posted on 3/2/24 at 7:56 pm to
Correct, as in this case, hence my estimate or average of his current fees. His % is actually a small fraction higher than previous FA but makes up for it in service.
I'm not in any hurry to change, just thinking things will stabilize sometime into retirement and won't need the premium his service provides
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