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re: Financial Advisor Meeting

Posted on 11/19/19 at 1:33 pm to
Posted by ChasinTails
USA
Member since Oct 2017
132 posts
Posted on 11/19/19 at 1:33 pm to
Based on my experience, do not feel pressured into letting them manage all of your assets or feel obligated to purchase any of their funds/products. For me, a flat advisory fee works well.


Interested to see what some of the more knowledgeable folks on here say.
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