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Reply to "Why would you pay 1% to a financial advisor?"
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[quote=Anonymous]Our financial advisor helped get a loan secured by our investments. It was about the easiest thing in the world. We inquired only after we ran into a nightmare of call center bureaucracy at Truist even though we are very high net worth. Also, they have done a great job balancing our portfolio because we are conservative investors. This paid off during the recent downturn. Taxes are a big deal too. At our request, we try to have most realized gains offset by losses. It doesnt always work but it helps.[/quote]
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