‘I’m Worried.’ A Financial Company Manages My IRA, but They Charge Me $100 Per Month and Frankly, I Don’t Get How Much Money They’re Making for Me. Now What?

An individual who recently signed up with a financial company that is now being acquired has limited insight into their investment performance and wants to know whether the fees they are paying are typical. If the person feels they need to switch advisors, CFP Board's Lets Make A Plan website can help match them with a CFP® professional who upholds fiduciary duty and has extensive experience.

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