Just the basic idea behind those commercials is funny.
Would you like to go deal with a CFP over at a wealth firm or private banking who helped make your parents wealthy retirees? Or would you rather invest according to some generic robo portfolio that is unproven and has commercials so bad it makes me question whether anyone should be investing with such a Mickey Mouse company?
Sounds like a tough choice. Only difference is your parents guy won’t touch you with a 10 foot pole because you have $2k to your name and his accounts start at a quarter mil. So if mom and dad’s guy is even willing to give you the time a day because of the relationship they started, you should count your lucky stars you’re gonna get some decent advice.
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