View Single Post
Old 02-18-2022, 04:03 PM   #5
bizaro86
Franchise Player
 
bizaro86's Avatar
 
Join Date: Sep 2008
Exp:
Default

Quote:
Originally Posted by Slava View Post
That bolded portion is a pretty big red flag...
Yeah, I mean I don't know if his advisor gets paid as a % of the portfolio, but that would be pretty common I think.

And if so that advise might not be impartial, so if it's being given forcefully over the clients goals that seems pretty bad to me.
bizaro86 is offline  
The Following User Says Thank You to bizaro86 For This Useful Post: