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financialInvestment
#RI-69aa801d
about 2 months ago
1
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Lookback period: 1 year later

"Switching investment firms after 5-6 years"

0

Fees higher than expected, communication issues

What I wish I knew
"More about holistic approach and tax strategy"
If I could tell you one thing
"Research thoroughly before switching"
5/10
Significant downsides.
Complicated feelings about the outcome.
No regretMixedDeep regret
financial Category Average
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Financial and Psychosocial impact distributions for this subset.

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