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Updated over 1 year ago on . Most recent reply

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Lisa Gooding
4
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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?

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Denver McClure
  • Financial Advisor
  • Dallas, TX
462
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582
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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
  • [email protected]
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