I am considering signing with a "wealth management" firm to handle my investments. I make an OK income, have a 401k through my employer, along with some mutual funds and other investments; I'm in my early 40s, I don't have kids, I own my condo, and am considering selling a rental property I own. But, this doesn't mean I'm rolling in dough and the firm would charge me about 2% annually to manage my money. This % would go down the more money they make for me/I have. But 2% is still not a small amount of cash for someone like me. The firm is well-known, nation-wide, and have a good reputation, I'm just not sure it's worth it to me at this time. Thanks in advance for your advice!
Submitted March 02, 2018 at 01:18PM by bean_tastic http://ift.tt/2Fkviyw
