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I have $1.7 million, and in January alone paid my financial adviser $1,300. What gives?

Have an issue with your financial adviser or looking for a new one? Email picks@marketwatch.com.

Mark-struthers
Robert-persichitte
David-maurice
Ted-halpern
Marguerita-cheng
Worthwhile-wealth-council
National-association-of-personal-financial-advisors
Getty-images
Worthwhile-wealth
Matt-bacon
Carmichael-hill
Blue-ocean-global-wealth

I'm 75 with $1.5 million invested. A big financial firm says they'll charge me no advisory fees. On paper, it could save me $150,000 over 10 years. What gives?

Have an issue with your financial adviser or looking for a new one? Email picks@marketwatch.com.

Denver
Colorado
United-states
Josh-gallogly
Anthony-ferreira
Robert-persichitte
Mike-palmer
Mark-struthers
Getty-images
Candent-capital
Ark-royal-wealth-management

'Should I be wary?' We retired in 2022 and gave $500,000 to a broker getting 1.5%. The stock market has gone up, but we've now only got $490,000.

Have an issue with your financial adviser or looking for a new one? Email picks@marketwatch.com.

Mark-struthers
Eric-presogna
Gordon-achtermann
Eric-ross
Alison-james
Stephen-craffen
National-association-of-personal-financial-advisors
Garrett-planning-network
Getty-images
Social-security
Best-path-financial
Sona-wealth

'My adviser has gone dark.' My account has $500,000 in it, and I can't get a hold of my adviser right now. What's my move?

Have an issue with your financial adviser or want a new one? Email your question or issue to picks@marketwatch.com.

Andy-rosen
National-association-of-personal-financial-advisors
Savings-incentive-match-plan
Mark-struthers
Sona-wealth
National-association
Personal-financial-advisors
Eric-henderson
East-horizon
Article-normal
Mpsmartasset
Banking-credit

I retired with $1.8M in 2021, but no only have only $1.5M. Do I need a new financial adviser?

Question: I retired in 2021 with $1,800,000 invested with a large financial services company. I have withdrawn approximately $100,000 and the account is now.

James-daniel
Lea-ann-knight
National-association-of-personal-financial-advisors
Matt-bacon-at-carmichael-hill-associates
Advisory-firm
Bruce-primeau
Summit-wealth
Blaine-thiederman
Progress-wealth
Matt-bacon
Carmichael-hill
Anthony-ferreira

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