Talk of The Villages Florida - View Single Post - How did you choose your financial advisor?
View Single Post
 
Old 06-10-2024, 07:44 AM
retiredguy123 retiredguy123 is offline
Sage
Join Date: Feb 2016
Posts: 17,716
Thanks: 3,107
Thanked 16,857 Times in 6,676 Posts
Default

Quote:
Originally Posted by Bonnien View Post
Smart investors always have more than one fiduciary…a fiduciary is someon that does not sell commissioned products…they charge a small percentage of you gains…so when your portfolio grows their compensation increases….never put all your eggs in one basket….
To clarify, most advisors who charge a percentage fee will collect a percentage of your total portfolio even when you don't have any gains.