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Personal Investments • Re: Breaking up with advisor - Next steps

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Thanks.

Sounds best to give Vanguard a call then to chat about the transfers.

And FWIW, it looks like there are some companies that offer flat-fee advisors to talk over 1-2 topics on a call (found this in another BH thread; not associated with them) - https://hellonectarine.com

Statistics: Posted by zen_invest — Mon Oct 07, 2024 9:26 pm



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