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Updated over 1 year ago on . Most recent reply

Lisa Gooding's profile image
Lisa Gooding's profile image
Lisa Gooding
  • Member since Feb 8, 2021
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Lisa Gooding's profile image
Lisa Gooding's profile image
Lisa Gooding
  • Member since Feb 8, 2021
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Lisa Gooding
4
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Personal Finance

swap broker advisor for fee based advisor

Lisa Gooding
Posted

I have a Fidelity advisor and am paying about 1% (still trying to get my exact fee) on $750k of managed money. I'm thinking of managing myself and looking for a fee based advisor who is versed in tax/management. Any recommendations or advice on making this switch?

Los Angeles County, California
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Denver McClure's profile image
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Denver McClure
  • Financial Advisor
  • from Dallas, TX
  • Member since Apr 15, 2018
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Denver McClure's profile image
Denver McClure's profile image
Denver McClure
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  • from Dallas, TX
  • Member since Apr 15, 2018
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Denver McClure
  • Financial Advisor
  • Dallas, TX
460
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Denver McClure
  • Financial Advisor
  • Dallas, TX
Replied

Hi @Lisa Gooding. I'd recommend speaking with @Jeff Nash if you are looking for an advisor (and CPA) who is well versed in tax planning.

  • Denver McClure
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