I should’ve done more due diligence but I connected with a wealth advisor and gave him access to view all my investments. He can’t control anything.
I paid his company a check for his review to rebalance my portfolio. For the past month, he’s been leading me on a hook...he says he’ll look at my portfolio this week and never does, he ignores my emails and claims he never received them, etc. This last time he said he would review my portfolio and call me later in the day and he never did.
I don’t trust this guy anymore and not sure how I should exit out. He works at a small firm of three other wealth advisors. He has a CFP certification. Kinda worried that I just exposed the majority of my assets to this guy and he’s not acting right. Should I write an email to the partner of the firm?
Submitted March 12, 2021 at 01:41PM by 401J https://ift.tt/3cpvScx
