Financial /wealth planner- useful or not ?
May 15, 2020
4 Comments
Does having a financial planner/wealth manager help ? Greatly appreciate if you could share your experience .
off late i have received so many invites in LinkedIn presenting with this oppotunity . thinking if i should pursue or not. i heard they charge ~1-1.2% of the overall portfolio to manage the account.
benifits/downside to it ?
comments
Benefits: they’ll do better than leaving your money in a checking account since you don’t have the energy to do it yourself.