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re: Financial Advisor Question
Posted on 12/18/13 at 11:36 am to Cantstandya
Posted on 12/18/13 at 11:36 am to Cantstandya
I recently checked into a fee only group. We are at a point we are more interested in keeping what we have, not outliving it and having a bit to pass on.
I was very intrigued by the methodology for handling our account.
Now I am torn. We have a good relationship with our current broker, but I also have realized some of the investments we have made were b/c the company pushed the broker to sell the investments.
We realize the best business decision is to move the account (Stewart Welch Group) but we hate breaking the relationship with our broker as we consider him a friend, and I am pretty sure our account is considered a sizable one.
I was very intrigued by the methodology for handling our account.
Now I am torn. We have a good relationship with our current broker, but I also have realized some of the investments we have made were b/c the company pushed the broker to sell the investments.
We realize the best business decision is to move the account (Stewart Welch Group) but we hate breaking the relationship with our broker as we consider him a friend, and I am pretty sure our account is considered a sizable one.
1
Posted on 12/18/13 at 12:54 pm to Bama54
quote:
I recently checked into a fee only group. We are at a point we are more interested in keeping what we have, not outliving it and having a bit to pass on.
I was very intrigued by the methodology for handling our account.
Now I am torn. We have a good relationship with our current broker, but I also have realized some of the investments we have made were b/c the company pushed the broker to sell the investments.
We realize the best business decision is to move the account (Stewart Welch Group) but we hate breaking the relationship with our broker as we consider him a friend, and I am pretty sure our account is considered a sizable one.
Is your current guy not capable of doing fee based advising?
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