Why not negotiate a lower fee with your current advisor, say 0.5% all-in?
Basically at this point you are already on-boarded and a known quantity. They can judge for themselves if it it worth it to them to keep you as a client.
Basically at this point you are already on-boarded and a known quantity. They can judge for themselves if it it worth it to them to keep you as a client.
Statistics: Posted by livesoft — Sat Jan 11, 2025 5:23 pm — Replies 3 — Views 160