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Updated 11 months ago,

Lisa Gooding's profile image
Lisa Gooding's profile image
Lisa Gooding
  • Member since Feb 8, 2021
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Lisa Gooding's profile image
Lisa Gooding's profile image
Lisa Gooding
  • Member since Feb 8, 2021
Connect
Lisa Gooding
4
Votes |
1
Posts
Personal Finance

swap broker advisor for fee based advisor

Lisa Gooding
Posted

I have a Fidelity advisor and am paying about 1% (still trying to get my exact fee) on $750k of managed money. I'm thinking of managing myself and looking for a fee based advisor who is versed in tax/management. Any recommendations or advice on making this switch?

Los Angeles County, California
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