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?

@eignerchris1 note3 replies0 tags, 0 users following2 followersTraveler, engineer, founder of personal finance AI, https://www.heyalistair.comenter to follow6d · 5 repliesenter to reply

Anyone on here fed up with their investment advisor? Interested to hear your frustrations. #personalfinance1 note1 followerenter to follow