Quote:
Originally Posted by Catmostar
We are looking for a new investment advisor. I have had BAD luck with the last several and have being using TDAmeritrade on my own. I did OK last year, but I want someone who knows what they are doing. I do not want any income - no annuities - just want to increase my net worth.
I looked at some on the internet in Lake Sumter, but they are so young/inexperienced.
Any suggestions?
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Charles Schwab private client services are available if you have at least 500K. They charge a very, very small fee and have been extremely successful for us over 20 years. They have an office in Sumter landing.