Ask Terry Questions Financial Adviser

Financial Adviser

By Terry Savage on October 02, 2020 | Financial Planning / Retirement

How do you feel about a firm like Edward Jones handling my investments

Terry Says

I feel that it depends on the broker. They make their money on commissions and fees and hidden costs. If you have a good honest broker who puts your interests first and fully discloses all fees, commissions and costs, then you will be ok.
But I much prefer a FIDUCIARY financial advisor who only charges a set fee and no commissions. That’s why I included a link to Wealthramp.com on the top right corner of my website, under “Find a Trusted Financial Advisor.”

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