FinanceInvestment
#RI-69aa801d·5 months ago·
1
“Switching investment firms after 5-6 years”
What Actually Happened
Fees higher than expected, communication issues
What I wish I knew
"More about holistic approach and tax strategy"
Advice to Someone Facing This Now
If I could tell you one thing
"Research thoroughly before switching"
Regret Index
5/10
Significant downsides.
Complicated feelings about the outcome.
Complicated feelings about the outcome.
Advice for Someone Facing This
Short, upvotable wisdom. The most helpful rises to the top.
No advice yet. Be the first to share wisdom.
Finance Category
2,949
Finance decisions logged. Avg regret 4.9/10 across the category.
Same Outcome Band
15%
of Finance decisions land in the mixed band the same as this one.
React, question, or discuss this decision.