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Updated over 1 year ago on . Most recent reply
swap broker advisor for fee based advisor
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?
Most Popular Reply

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.