1888: Honey, I Fired the Wealth Manager by Barney of The Escape Artist on Taking Control of Your Own Investments
Optimal Finance Daily - Financial Independence and Money Advice
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Breaking Up With Your Wealth Manager
Everyone should try to calculate their total investing costs themselves. If you can't decipher the endless small print, don't give up. The financial services industry likes it that way. Persevere until you get the answers. Once you know true cost, it becomes obvious that you need to break up with your wealth manager. Get help if you need it. Ask a financially sophisticated friend to help you, or hire an accountant or a financial coach. Let's hear from a reader of the blog. Just thought i'd drop you a line and let you know that i finally broke up with my wealth manager. I braced myself for all his compelling arguments why i should stay. There were literally none.
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