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Reply to "How to terminate a fee based financial advisor ? "
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[quote=Anonymous][quote=Anonymous][quote=Anonymous][quote=Anonymous]We did this. We said "we think your fees are too high and we are not getting the returns that we want. We are going to move our funds to Charles Schwab and go it ourselves." and then we had Charles Schwab move the money for us, we didn't have to do anything except sign something.[/quote] How much did you have and how much do you pay CS?[/quote] We have about $5M invested with him and he charges 0.5%. He meets with us about 2-3 times a year to go over the investments, switch some things around … but our returns haven’t been better than the market for the past few years so I’m not sure what we are paying $25K a year for. [/quote] Are you the OP or the person who switched to Charles Schwab?[/quote]
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