I’m paying my financial adviser 1%, but ‘the only communications I get are invoices.’ So I want to regain sole control of my accounts — without having to talk to him about it. Is this possible?
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My financial adviser charges advisory, manager and platform fees — and the total fee is 1.15%. Is this even normal?
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I only get a yearly call from my adviser, and recently, after I requested $35K to purchase a Jaguar, he ‘just wasn’t as cordial anymore.’ What should I do?
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My cousin is about to retire at 55. Meanwhile, my last financial adviser told me to pay off my mortgage, which was ‘not good advice.’ How can I get on track?
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I’m 41, live in California and have a $2.5M net worth. I want to retire in a few years to Thailand. What should I do to make that happen? Should a pro help?