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Investing - Theory, News & General • Convincing others to leave an advisor

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We have had most of our investments in low cost index products for a while now. At least three family members have their money with an advisor and firm that charges at least 0.75%.
Drop a indirect hint, when one mentions that's a nice ($15K value) thing/vacation you have/had, reply with yes we funded it by the 0.75% saving we'd otherwise have paid in financial advisor fees (or suchlike).

Statistics: Posted by seajay — Mon Apr 15, 2024 3:43 pm — Replies 106 — Views 6837



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