Talk of The Villages Florida - View Single Post - fee-only financial advisor
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Old 12-19-2015, 04:11 PM
Bonnevie Bonnevie is offline
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though Fross and Fross are fee based that is not as good as fee ONLY. I went to Fross and Fross thinking they only made money as a percentage of portfolio only to find when I left I was sold high commission items that I am stuck in for years because they are private REITs and not liquid and they are and have done really poorly.( I'm sure it probably said that in the voluminous stacks of information on them--but I doubt many read it all--you are after all paying for advice and you expect to be getting good advice). Fross and Fross wines and dines you but if you step back you realize someone is paying for the polo team and luxurious office. Of course, I hasten to add that is just my experience with them--many people are quite happy with them.

I recommend Fidelity at LSL. I use Samantha Cook. There you have a choice and I manage some funds myself and let them manage some.