[Veronica]

Can anyone recommend a good fee-based financial advisor near TV? Thank you.

[Philip Winkler]

Fross & Fross--Call Patrick Fross @ 352-205-7800

[Villageswimmer]

Originally Posted by Philip Winkler

Fross & Fross--Call Patrick Fross @ 352-205-7800

I may be wrong but I can't find anything on their website to confirm that they are fee based. I do see a mention that they are "performance based."

[Veronica]

Thank you! How much do you have to have for them to take over an account?

[Bonnevie]

though Fross and Fross are fee based that is not as good as fee ONLY. I went to Fross and Fross thinking they only made money as a percentage of portfolio only to find when I left I was sold high commission items that I am stuck in for years because they are private REITs and not liquid and they are and have done really poorly.( I'm sure it probably said that in the voluminous stacks of information on them--but I doubt many read it all--you are after all paying for advice and you expect to be getting good advice). Fross and Fross wines and dines you but if you step back you realize someone is paying for the polo team and luxurious office. Of course, I hasten to add that is just my experience with them--many people are quite happy with them.

I recommend Fidelity at LSL. I use Samantha Cook. There you have a choice and I manage some funds myself and let them manage some.

[TNLAKEPANDA]

I would recommend Gregg Emch with Morgan Stanley out of Winter Park. They are % fee based and we have been with him since 2002. He will go a good job getting you well
​diversified within your risk tolerance. No need to travel to Winter Park he comes out here.

[Veronica]

Can anyone recommend a good fee-only financial advisor? I just want to pay someone to review my trust portfolio which is losing money. Thank you.

[Chatbrat]

Using a financial adviser is akin to paying some one to gamble with your money in Vegas. The only time I ever lost money is when I hired a so-called financial adviser , the adviser was more like an in house sales person pushing stuff related to Citibank

If they're so smart-how come they're still working?

[vinnie]

I went to high school with joe Moglia chairman of Ameritrade
Not sure the size of your portfolio but if it is 500k or more then I recommend Brett Boyles of Creative Planning
They have been rated #1 in the country the past few years and take a conservative approach. Low costs and fees.
What Brett does is review everything ...insurance, wills trusts etc
No charge
Gives you recommendatupions based on who you are and where you went to be
I can provide more info but first go to YouTube and listen to Peter Mallouk of Creative Panning.
He has a few videos on YouTube and that cb help you decide if this the the direction you choos to go
Having said that, these are tough times for all
Seems the day traders are doing better
Vin Powell
315.246.1056

[JGVillages]

I have been with Edward Jones, Jayne Wakeman, for 6 years. She and Edward Jones will tailor your portfolio to your needs, be them conservative or aggresive. A highly intelligent no pressure agent with an award winning corporation to support client needs.

[Bonnevie]

I recommend Samantha Cook at Fidelity downtown LSL.

[Dan9871]

Talk to Francis Simms at Charles Schwab in Lake Sumter Landing.

[Villageswimmer]

I would caution you to do due diligence before contacting anyone recommended on this forum. Google is your friend. Educate yourself so you know the right questions of anyone to whom you are entrusting your portfolio.

[Topspinmo]

Originally Posted by Chatbrat

Using a financial adviser is akin to paying some one to gamble with your money in Vegas. The only time I ever lost money is when I hired a so-called financial adviser , the adviser was more like an in house sales person pushing stuff related to Citibank

If they're so smart-how come they're still working?

Some of the best advice I have read yet!

[snowbird22154]

Originally Posted by Chatbrat

Using a financial adviser is akin to paying some one to gamble with your money in Vegas. The only time I ever lost money is when I hired a so-called financial adviser , the adviser was more like an in house sales person pushing stuff related to Citibank

If they're so smart-how come they're still working?