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Summit Wealth & Retirement Planning Inc. grew its stake in The Home Depot, Inc. (NYSE:HD – Free Report) by 15.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,594 shares of the home improvement retailer’s stock after purchasing an additional 210 […]
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Summit Wealth & Retirement Planning Inc. purchased a new stake in Amgen Inc. (NASDAQ:AMGN – Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 773 shares of the medical research company’s stock, valued at approximately $208,000. Several other […]
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 I have withdrawn approximately $100,000 and the account is now...
Question: How can I tell if these fees are normal? Does anything stand out to you? What else should I ask the adviser to provide me with? Annual advisory fee...