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Yes to most comments.... Posted by MI-Roger [Email] (#882) [Profile/Gallery] (more from MI-Roger) on Wed, 8 Feb 2006 08:53:17 In Reply to: Do they actually do your taxes if you go to their ...., TKC, Wed, 8 Feb 2006 06:42:19 Members do not see ads below this line. - Help Keep This Site Online - Signup |
Thanks for the reply.
Tax preparation is included in the annual fee.
I guess I am slightly untrusting when anyone tries too hard to sell me something. I have competitively shopped the insurance plans and 529 plan these advisors tried to push. Sometimes they had the best deal and sometimes not.
Our estate plans, wills, and trusts were drawn up by the Law Firm the advisors have a symbiotic relationship with.
The stated fee is a very small percentage, under 1%, of the value of the assets they manage for me, but how small should it be?
posted by 198.208.15...
_______________________________________ Saabs owned: 2008 9-5 Aero Sedan, sold at 227K miles 2006 9-3SC 2.0T - Wife's daily driver 2000 Viggen Convertible - Sold May, 2022 1964 Quantum IV Formula Car - Retirement project 2000 9-5lpt Sedan, sold at 318K miles
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