5min chapter

Money For Couples with Ramit Sethi cover image

127. “Our financial advisor almost cost us $800k. How do we fire them?”

Money For Couples with Ramit Sethi

CHAPTER

Confronting and Switching Financial Advisors for High Fees

Learn how to confront your financial advisor about high fees and successfully switch to a new advisor without burning bridges. Get practical tips and advice on sending an email, transferring accounts, negotiating fees, and considering financial advisors with a flat fee.

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