“My client hired another advisor for their business 401(k).”
Sara Grillo
MAY 10, 2024
My client just referred their out-of-state best friend to an advisor in Alabama, even though I am also licensed in Alabama. My client’s estate planning attorney said they should hire a fee-only advisor to manage their assets, and then they asked me if I charge fees or commissions. ” appeared first on Sara Grillo.
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