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"use one that charges hourly" - that's what I'd meant by "meeting with a fee-only advisor", but perhaps my term isn't the best phrase to keep in mind. yes, ke
by lowercased 6y ago
"use one that charges hourly" - that's what I'd meant by "meeting with a fee-only advisor", but perhaps my term isn't the best phrase to keep in mind. yes, keep a fixed fee (hourly, whatever) - just don't tie a % of your portfolio as a fee for someone to 'manage' your money. Or... don't do it without careful consideration.
- 135792468 6y agoWhere do you find them? I’ve been looking in my area and there are a few I’ve spoken with that don’t seem to be in tune with 2020 or my personal philosophies.