Quote:
Originally Posted by loves2read
But if their portion stayed the same and yours dropped by 35-40 % from 4 to 2.5 then they aren't losing anything...
Our financial advisor has sliding scale from 1.5 to .65 depending on AUM total...
Lowest fee/larger AUM
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?? What dropped ..It's the rule of thumb for retirement planning that dropped..
So your advisor charges a lower % fee if your portfolio is larger ??