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Reply to "Am I overpaying my financial advisor?"
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[quote=Anonymous]Don’t sell anything before taking into account the capital gains. You could face a hefty tax bill. Shares in individual companies and some of the mutual funds can probably be transferred by the broker with no or with minimal fees. I would talk to a fee-based advisor before doing anything. I would not do 4. He will either convince you to stay or feel insulted. And don’t forget, he is not just ripping you off through the fees, but through all the churning and load fees on the investments. [/quote]
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