Looking into hiring a new investment advisor...
We have decided on someone we trust who has been working with a family member with great results for the last 10 years.
I know that WCI prefers flat-fee advisors, but these are our fee options:
1) 1-1.15 % (to be negotiated) annual fee.
2) transaction-based (1% per transaction, minimum 175$ per transaction)
Thanks for any input
We have decided on someone we trust who has been working with a family member with great results for the last 10 years.
I know that WCI prefers flat-fee advisors, but these are our fee options:
1) 1-1.15 % (to be negotiated) annual fee.
2) transaction-based (1% per transaction, minimum 175$ per transaction)
Thanks for any input
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