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Account manager wants me to use them but can’t beat the S&P 500
Account manager wants me to use them but can't beat the S&P 500 I inherited ~$30K from a relative passing away. The account manager who works for my mother offered to manage my money as well (with a 1% fee regardless of account performance). Account returned 20.7% (19.7% w/ fee) in 2023 and 10.4% in 2024 YTD, which seems great but doesn't beat out the S&P 500 (24% and 15.5% respectively). My question is am ...
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