Friend is 47 years old and 13 years away from retirement. High net worth.How old is your friend and how many years away do they think retirement is?
The advisor is taking 1% of assets under management. They first got in touch by referral from friend.Does your friend know how the "financial advisor" is being paid and how did they first get in touch with him/her?
Statistics: Posted by JI0124 — Sun Jan 25, 2026 11:42 am — Replies 3 — Views 280