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To: 4Runner

Do you think your trusted “investment advisor” is going to work for you for a “modest” salary, then being the saint he/she actually is, keep his/her mouth shut about just how much you’re now worth? Dream world.


There are lots of investment advisors with long track records and good reputations. Don’t use your third cousin as an investment advisor.


25 posted on 10/06/2025 6:33:01 AM PDT by marktwain
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To: marktwain

Exactly!

Find an advisor that will make money when you make money. He is paid a small percentage of the assets under amanagement.

No commission sale churners.


46 posted on 10/06/2025 7:27:20 AM PDT by Glennb51
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