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Hello Friends,
I have a financial advisor right now who justs takes the money from me and puts it in a bunch of mutual funds and then takes 1% of the total money invested with them every year.
Another financial planner approached me and this person works with Trilogy Financial services and offered to do better financial planning for me including advising how much to invest in my 401K to reach my retirement goals, tax harvesting etc. How it will cost me 2.25% of my investment account every year. Trilogy uses Curian capitals tools for financial planning. I was wondering if anyone has any opinions about Trilogy and Curian? Are there any other financial planners in the Bay Area, CA that would be worthwhile to look into?
I have a financial advisor right now who justs takes the money from me and puts it in a bunch of mutual funds and then takes 1% of the total money invested with them every year.
Another financial planner approached me and this person works with Trilogy Financial services and offered to do better financial planning for me including advising how much to invest in my 401K to reach my retirement goals, tax harvesting etc. How it will cost me 2.25% of my investment account every year. Trilogy uses Curian capitals tools for financial planning. I was wondering if anyone has any opinions about Trilogy and Curian? Are there any other financial planners in the Bay Area, CA that would be worthwhile to look into?
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