Ask Terry Questions Financial advisors

Financial advisors

By Terry Savage on January 06, 2014 | Investments

Is charging $5000.00 too much to open an account with a investment firm? And then charge 1.5% to manage your account.

Terry Says:  That is absolutely RIDICULOUS!  Don’t put your money there — wherever “there” is!  Just go to or or  They each have toll-free numbers as well  as a website, and they can tell you how to open an account — and advise you on which fund to use, depending on your goals.



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