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Changing Financial Advisors query
Changing Financial Advisors query Changing FAs? We’ve had an FA that we like, he’s really helped us increase our savings and investment portfolio, however he’s dodgy when it comes to asking his fees. Basically word salad where I give up. But I asked him recently to provide details on their fees (I just know they charge 1.65%) and they sent me a 40+ page report and said the info ...
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