Wells Fargo Advisors
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I had a financial advisor in Grapevine
I had a financial advisor in Grapevine, TX for seven years. In that entire time I never was given the impression that there was any kind of investment strategy being employed, just an unyielding confidence in equities. My three kids were in college and their 529 plans were in equities in 2022 and got hammered. Who does this? I am a bit emotional about my money and what I needed was a calm reassuring guide. Instead I got a guy whose English sucked and who was incapable of communicating the basics of why he did, or didn’t, do things. I can only guess how much this guys cost me, but six to seven figures easily. Go w Schwab or Fidelity, where you don’t pay five figures a year for advisory fees for someone with no imagination whatsoever. And for the record, on Oct 27, 2023 he told me verbatim “I wouldn’t advise anyone to get into the stock market now”. So I bought short term CDs. It was the bottom of the market and we all know what happened.