financialInvestment
#RI-69aa801d·3 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
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financial Category
1,609
financial decisions logged. Avg regret 5.4/10 across the category.
Same Outcome Band
13%
of financial decisions land in the mixed band the same as this one.
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