We almost had one, but stopped after the main setup but before signing on. Wasn't convinced of the value. Seemed like they were just doing portfolio reallocation for a pretty penny.
What are you experiencing?
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@kooi wrote on textlog https://textlog.cc/post/604
Had one for ~8 years. Talked to them maybe 10 times, and they only ever did basic indexing w some tax loss harvesting. We should have just self managed.