Changing investment advisors/ philosophy
Currently using advisor who uses Charles Schwabe funds with 2. Accounts about 1 million each have been talking to fisher investment group ( for sbout 6 months)
about managing one of these accounts. That use a different investment platform ( individual stocks )at a higher fee. They give a good presentation. Feel that they can improve my returns. Do you have any experience with them ? Thank you
Terry Says
I don’t. And I’m going to give you one more step to add to your confusion. But it’s YOUR money and its worth getting a variety of options.
Please read this and watch the video: https://www.terrysavage.com/pam-krueger-wealthramp/
Give it a try. And please write back and let me know your decision. This is about more than just investments; it’s about an overall financial plan from someone you can trust. I’ll be interested to hear what you have to say when you come to a decision!
