Is my dad being taken advantage of by broker?
Is my dad being taken advantage of by broker? TL;DR - My dad invested with Edward Jones for 15 years and his rate of return is 4.5% and was told his portfolio was doing “great.” A few years ago, I asked my dad how much his retirement nest egg was. He said around $600K. Tonight I asked him the same question. He said around $600K. Confused, I asked to see my dad’s statements. I just found out...