Quote:
Originally Posted by manaboutown
I have been looking around for an independent fee-only FA for when the time comes I will be unable to manage my own accounts.
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Over the past few years, I talk to more than two dozen firms without finding a good fit. Many of them charge AUM's or required large retainers. Some firms gave me to the "kid" or were reading from some type of script. Others were not taking new accounts.
It seems one of the main benefits to a conventional adviser is for "hand holding" which I don't need at this time.