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Parent nearing retirement, wants to remove himself from percentage-based advisor
Parent nearing retirement, wants to remove himself from percentage-based advisor A couple of years ago my mother passed away, and my now 64-year-old father received some of her retirement savings. In total it's currently at about 150k invested. My mom and her mother both used this financial advisor who takes a percentage-based fee every month, and my father wants to get out of that arrangement. Aside from the wrap fee, the f...
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