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How can I change a financial adviser? |
Once you pur money in managed funds through a financial advisor and I'm not happy with their services how can I suck them? I don't want to pay 1.5% annual handling charge to an incompetent advisor. Shop around, its easy enough to change, you just sign a letter giving the new company/person autherisation to deal with your accounts and a letter to the companies telling them not to deal with the old advisor. Just open an account with another adviser (or even a self-directed brokerage account) and instruct the old adviser to transfer your assets into the new account... If you live in the U S, it is very simple. You sign up with the new advisor, sign a form authorizing the transfer, and your new advisor does the rest and transfers the account. Should take no more than two weeks. Changing a finacial adviser is very easy. Simply choose a new financial adviser, tell them the contact information for your old financial adviser and for your accounts, and ask them to process the paperwork to change. no problem. I will help you for FREE if you have less than $100,000.00 USD. |
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| Offshore Investment Mutual Fund Money Market Funds Money Investment Managed Fund Make Money Low Risk Investment Long Term Investment |
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