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Reply to "How to terminate a fee based financial advisor ? "
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[quote=Anonymous]A good fee based financial planner is of value when they are assisting you in terms of things like estate planning and tax planning. Ours has been very helpful on thinking through irrevocable trusts, charitable remainder unit trusts and gifting strategies. Our investments have done pretty well when you compare the returns to relevant benchmarks be they equity or bonds. They are also providing advice to our adult children even when their investments are self directed. Finally, I’m at a point in my life where I’m not willing to invest a lot of time managing our portfolio thus there is a peace of mind component. If I was 40 with $2 million in investable assets I’d do it myself with just a few index funds.[/quote]
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