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Reply to "How often do you hear from your money managers?"
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[quote=Anonymous]We have quite a bit of money with an investment advisor at a large bank. Our main contact is a CIMA, CPFA, if that means anything. We don't use this group for day to day banking, just investments. When I call or email the team with any immediate needs, they always take care of everything right away. However, we haven't had a meeting or phone call "checking in" to with our main person in about 3 years. No questions about whether our goals have changed, report on how the investments are doing and what they are thinking about/paying attention to, etc. Just wondering how often you get a check-in meeting with your advisors. In the past, I don't find them particularly enlightening, but I also feel like someone should be asking me if I have questions, reminding me to update wills or insurance portfolios, etc. Thanks for any input. Would also love to know how many basis points you are paying your advisors. Account is over $1m.[/quote]
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