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Wealth Professional | 22 Aug 2014, 11:39 AM Agree 0
What to do when the new client is over 40
  • David McDonald | 22 Aug 2014, 02:38 PM Agree 0
    A decent article and ideas that I endorse BUT I wonder how such a late saver with nothing in the bank woooill fare in the current atmosphere of fee-only advisors. Fee -only people I have talked to maintain that their minimum requirement is $250,000. How, and when, do you charge fees to someone who - perhaps- starts by putting aside $200 per month?
  • Andrewski | 23 Aug 2014, 10:17 PM Agree 0
    David, $200/ month is a great start. If you're a novice investor & wish to delve in to self-directed investing, try the E-funds through TD.
    Cheers, Andrewski.
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