Talk of The Villages Florida - View Single Post - Fross & Fross or Cebert Wealth
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Old 02-12-2017, 09:57 AM
Bonnevie Bonnevie is offline
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Quote:
Originally Posted by ColdNoMore View Post
Yep.


Being responsible of my own wealth management, also means that I don't have to spend oodles of my investment money sponsoring Polo Teams, paying for big billboards... and incessant advertising/mailings/free dinners.
Exactly! That was my thought when with Fross and Fross. I looked at the total amount they handle and figured 1% and no way could it pay for all those things. That's when I looked deeper into what they put me in and then got out as fast as I could. The REITS I'm stuck with for quite awhile. What I really was upset with is they pointedly sold me on being able to trust them so I could just enjoy my retirement and I believed them. But again, some are obviously very happy with their service so it's a matter of opinion.

Last edited by Bonnevie; 02-12-2017 at 10:19 AM. Reason: clarification