Are you supposed to buy your finacial planner a gift for all the hard work he does for you with retirement?

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Are you supposed to buy your finacial planner a gift for all the hard work he does for you with retirement?

2007-08-14 05:45:46 · 2 answers · asked by ptjoefish17 2 in Business & Finance ➔ Personal Finance

2 answers

since he charges anywhere from 1 -3 % i would say no unless you also buy the cashier at the bank, clearks at store etc giftst!!!

2007-08-14 07:15:00 · answer #1 · answered by Anonymous · 0⤊ 0⤋

Your financial planner makes plenty of money from you. He deserves to be paid. He deserves a "thank you"..... but that's it.

Best way to know if he's done the "right" job for you;
Compare your percentage results against low cost / no-load index funds that mimic your "asset allocation".

2007-08-14 12:53:46 · answer #2 · answered by Common Sense 7 · 1⤊ 0⤋