Posted by patellee on 17th of Apr 2020 at 11:20 am
Hi folks, I am looking for advice about the benefit of a
financial advisor. I know this has nothing to do with trading
and if it is inappropriate please let me know and I will delete it
Matt or Steve.
My wife is pushing us to hire a financial advisor (Morgan
Stanley) that would charge 1% of assets under management.
Likely picture would provide a 7% gain with a 12% standard
deviation. This just doesn’t seem worth it to me and I’m looking
for the advice of the community and if anyone has hired a financial
advisor, their experience, and if they would recommend it.
Posted by ciamears on 17th of Apr 2020 at 12:04 pm
From a Retired Registered Investment Advisor;
financial planning is a necessity to get you to your goals.
Stay away from large firms. Seek an independent
'Advisor'who will protect your assets and avoid bear markets;
ask for their audited performance history. Happy to discuss
772 532-6937
Hi folks, I am looking
Posted by patellee on 17th of Apr 2020 at 11:20 am
Hi folks, I am looking for advice about the benefit of a financial advisor. I know this has nothing to do with trading and if it is inappropriate please let me know and I will delete it Matt or Steve.
My wife is pushing us to hire a financial advisor (Morgan Stanley) that would charge 1% of assets under management. Likely picture would provide a 7% gain with a 12% standard deviation. This just doesn’t seem worth it to me and I’m looking for the advice of the community and if anyone has hired a financial advisor, their experience, and if they would recommend it.
Ran across this the other
Posted by racerick on 19th of Apr 2020 at 06:32 am
Ran across this the other day, sorry took me awhile to find. Kind of looked interesting. May help you - https://article.smartasset.com/smartasset-28-million-v2/?utm_source=investopedia&utm_medium=cpc&utm_campaign=inv__falc_content_carousel&utm_content=disrupt&utm_term=disrupt
From a Retired Registered Investment
Posted by ciamears on 17th of Apr 2020 at 12:04 pm
From a Retired Registered Investment Advisor; financial planning is a necessity to get you to your goals. Stay away from large firms. Seek an independent 'Advisor'who will protect your assets and avoid bear markets; ask for their audited performance history. Happy to discuss 772 532-6937
Hi, sent you an email
Posted by hazbin1 on 17th of Apr 2020 at 11:49 am
Hi, sent you an email outside of the trading community.
Thanks! I'll check it out
Posted by patellee on 17th of Apr 2020 at 11:55 am
Thanks! I'll check it out now.
Go with your gut feeling.
Posted by rifleman1984 on 17th of Apr 2020 at 11:42 am
Go with your gut feeling. You will be very disappointed every quarter when the fee charge hits your account.