Reviews written by carolinee952

3 results - showing 1 - 3  
 
 
carolinee952carolinee952   August 28, 2019
5.0
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Good, but needed more time. Also, when he showed the fees and the 100 bps effect on the portfolio, how can we present that to clients? That's the advisor fee....

carolinee952carolinee952   July 18, 2018
5.0
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Not enough time for the topic

carolinee952carolinee952   February 07, 2018
(Updated: February 07, 2018)
5.0
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Excellent information from a very well-respected source.

3 results - showing 1 - 3