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Reply to "How to terminate a fee based financial advisor ? "
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[quote=Anonymous][quote=Anonymous]Ours charges a percentage of assets under management and really isn’t getting us better than standard market returns. How to we terminate him? Do we just open an account with a company like Schwab and move assets so we can manage them ourselves? Right now, we log into his company’s online platform to view our investments ( which are a mix of ETFs, mutual funds …) [/quote] Ok, pay attention here, this is tricky.....You call the advisor up and say "You're Fired!". Done. Next question.[/quote]
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