reasons to consider a switch
Advisor Fees
Financial advisors get paid in many ways and fees have remained stubbornly high. It may be time to shop it around and see if you can't keep more of your returns.
Investments
Many advisory firms continue to invest client assets in mutual funds despite the proliferation of other well-established investment options that are equally or more diversified with lower costs, greater tax efficiency and potentially better returns.
Services and Qualifications
Does your advisor truly have any credentials in investing. Are they managing your portfolio or is their home office (this adds extra layers of fees)? Has your advisor created and maintained a financial plan for you?
So why not?
The two biggest obstacles to making a change are (1) long-term relationships and (2) the myth that switching is burdensome. While the conversation may be awkward, it will be short and improve YOUR future. Furthermore, actually making the switch is generally quite quick and painless.
Let's talk.
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