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Message
re: Judging performance of a financial advisor
Posted on 7/14/20 at 3:57 pm to Zissou
Posted on 7/14/20 at 3:57 pm to Zissou
quote:
Started with them almost 4 yrs ago with $125,000. Fast forward to today and I'm up 26.6% (6.65% avg yearly) while paying them 1.2% yearly. The approach was always slow and steady, and consists of about 25 S&P 500 stocks that they manipulate monthly based on performance.
What is your risk profile with them? It sounds like you asked them to be conservative (slow and steady) but now you're upset that you weren't more aggressive.
quote:
They've also got me started with Roths, 529s, life insurance, and basic personal finances that have me in better shape.
So they are also providing benefits beyond returns though education and investment vehicles?
quote:
What do yall think?
I don't think you've given enough information to say one way or the other.
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