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Originally Posted by Henryfrakl
Looking for name of an advisor preferably from Fidelity or another national firm. That truly understands wealth retention and income.
Thanks in advance for any advise.
Henry
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"Wealth retention" implies a plan. That can be accomplished in a one-time consultation with a fee for service financial planner. It makes no sense to give a pct. Of your holdings every year to manage a passive account.
I have Fidelity, and it's great, but the reps work for Fidelity. You have pay an annual fee for fiduciary management,