12 Apr 2025 11:05 am
It's not about his other clients...Fuelman » 19 minutes ago » wrote: ↑ I'm just one of hundreds of clients, I'm sure you are aware how he gets paid. He has performed above our expectations and we are probably fairly easy clients due to only looking for 6-8% increase each year. That gets us to our goal in the future.
It's about the interests of the firm, the advisor and client.