Congratulations on getting your parents on-board with moving away from a high-cost advisor and improving their potential future investment returns!I know everyone is well meaning, but in situations like this - giving true advice on next steps is really helpful as people like me can use it!
Do you have any specific questions on "next steps" or is your parents' transition away from Ameriprise to a self-managed account with a low-cost brokerage all set?
Statistics: Posted by bonesly — Fri Feb 16, 2024 4:46 pm