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Reply to "Am I overpaying my financial advisor?"
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[quote=Anonymous][quote=Anonymous] A good AUM advisor is useful for those who are not knowledgeable or comfortable with financial matters or for those who are but are also as you put it "emotional with money." For those who are knowledgeable, comfortable, unemotional and enjoy putting in some time and effort, outsourcing financial management is not money well spent. [/quote] We got an elderly relative to use an advisor, and it was a big help. She was recently widowed, and her DH had put all their money into laddered CDs (across 5 different banks!) with minimal returns. She had no idea about managing money or planning. They unraveled the mess, put together a plan, and helped her stick to it. Very useful for her, including providing peace of mind.[/quote]
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