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Originally Posted by Aruca
Looking for a" Fee Only" Financial Advisor to review my portfolio.
My husband just passed away and use to handle all of our funds.
Need advise whether to hold or consolidate funds. Thanks for helping.
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Arcua: Be sure whomever you employ makes full disclosure. for instance they may be fee only but some advisors also broker out to other companies and work those deals on commission. also never tell you if there are other fees, etc nor do they disclose if their fees are negotiable .
Good Luck