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

February 22, 2024

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

Source: marketwatch.com

Is this 'a total conflict of interest'? I'm paying multiple fees to my financial adviser.

December 12, 2023

Question: I pay my adviser’s firm a percentage of my portfolio — and they have a chunk of my retirement in mutual funds, which if I understand correctly, I...

James Daniel Jim Hemphill Alonso Rodriguez Segarra Advisory Firm David Maurice At Worthwhile Wealth Council Getty Images

Source: marketwatch.com

I fired my financial adviser after he 'stonewalled' me. What's next for me?

November 14, 2023

Question: I saw the article about the fellow who wanted to buy a car but was basically stonewalled by his financial adviser in terms of further...

Flynn Zito David Maurice At Worthwhile Wealth Council National Association Of Personal Financial Advisors Getty Images Ryan Haiss Flynn Zito Capital

Source: marketwatch.com

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Worthwhile Wealth News Today

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

Is this 'a total conflict of interest'? I'm paying multiple fees to my financial adviser.

I fired my financial adviser after he 'stonewalled' me. What's next for me?

Explore More Categories