A Plan to Help a Sagging Business with Family Money
A middle-aged client who died unexpectedly in 2011 left his three children a trust worth nearly $12 million and left his eldest the business he had started five years earlier.
Why Clients Fire Financial Advisors
The Top Reasons Investors Fire Their Financial Advisors
Covestor.com offers a list of primary "deal breakers" that cause investors to pull the plug on their advisors:
- Performance: Clients are sick and tired of paying high fees for lousy performance and they aren't going to take it anymore.
- Lack of Attention from Advisors: They don't call, they don't write, they pretty much evaporate when the Dow is down.
Advisory Services offered through Garden State Investment Advisory Services, LLC, a Registered Investment Advisor. All securities offered through Garden State Securities, Inc., Member FINRA/SIPC. Insurance products offered through Garden State Insurance Agency, Inc. For information regarding Garden State Investment Advisory Services, LLC, Garden State Securities, Inc. and Garden State Insurance Agency, Inc.including required disclosures, please visit the firm's website at gardenstatesecurities.com. Check the background of this firm on FINRA's Brokercheck.