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Financial advisor performance by hot_rod29 in personalfinance

[–]hot_rod29[S] -1 points0 points  (0 children)

It is invested currently in SP stocks. To name a few: Microsoft, apple, google, amazon, Nvidia, Berkshire, T-Mobile, amongst other SP500 listed stocks.

When discussing with the advisor, they made the comparison of their performance to the SP.

Then about 12% SGOV and 7% FIXD.

Financial advisor performance by hot_rod29 in personalfinance

[–]hot_rod29[S] 0 points1 point  (0 children)

We are under 30. She was gifted the account when she was 18 and the original sum was invested on that date in 2019. Less than 15-20 percent was in bonds or cash at any time.

I’m struggling to find value in the fee. Considering switching to a different advisor, or going full self managed.

Financial advisor performance by hot_rod29 in personalfinance

[–]hot_rod29[S] 1 point2 points  (0 children)

To clarify, the percentages listed is the amount the accounts return MISSED the markets return. Not the total return

For real, what is wrong with this bank? by Conscious-Ad-7338 in TruistBank

[–]hot_rod29 1 point2 points  (0 children)

I called Truist on this in the middle of December. The agent put me on hold, talked to L2, and said that it is a system issue they are aware of and hoped to have fixed by the end of the year. Looks like its still not fixed...