找薄厚，请问这种情况应该怎么处理# Postdoc - 博士后
t*n
1 楼
参见
http://www.bogleheads.org/forum/viewtopic.php?f=10&t=98628
摘录某位网友的帖子：
Re: How to fire your adviser
by steve roy » Tue Jun 26, 2012 11:19 pm
For me, letting go of my broker/advisor of twenty-plus years wasn't a
problem.
I had been quietly seething for some time. Finally there was a meeting in
his palatial offices in Newport Beach, California. He and his sons (who
worked with him in the palatial offices) rolled out the pretty bar graphs to
show how my money had grown. When the presentation ended, I said:
"So how have my accounts done compared to the S & P 500?"
"Oh, we're outpacing the index. By a good 1%"
"Is that before or after you charge your 2%?"
Long pause.
Finally one of the sons said: "Uh, before."
"So if I'd just put my money in an S & P 500 Index fund, I would have done
better."
By this time I wasn't getting much eye contact. Finally another of the sons
piped up: "Yeah."
Soon thereafter, I vacated the accounts my broker/financial advisor had been
managing for two decades. I didn't receive a lot of cooperation with the
money transfers, and drove down from Los Angeles to make sure I got the
checks.
By that time, firing my advisor wasn't hard at all. In fact, it was a
pleasure. There were no farewell lunches.
http://www.bogleheads.org/forum/viewtopic.php?f=10&t=98628
摘录某位网友的帖子：
Re: How to fire your adviser
by steve roy » Tue Jun 26, 2012 11:19 pm
For me, letting go of my broker/advisor of twenty-plus years wasn't a
problem.
I had been quietly seething for some time. Finally there was a meeting in
his palatial offices in Newport Beach, California. He and his sons (who
worked with him in the palatial offices) rolled out the pretty bar graphs to
show how my money had grown. When the presentation ended, I said:
"So how have my accounts done compared to the S & P 500?"
"Oh, we're outpacing the index. By a good 1%"
"Is that before or after you charge your 2%?"
Long pause.
Finally one of the sons said: "Uh, before."
"So if I'd just put my money in an S & P 500 Index fund, I would have done
better."
By this time I wasn't getting much eye contact. Finally another of the sons
piped up: "Yeah."
Soon thereafter, I vacated the accounts my broker/financial advisor had been
managing for two decades. I didn't receive a lot of cooperation with the
money transfers, and drove down from Los Angeles to make sure I got the
checks.
By that time, firing my advisor wasn't hard at all. In fact, it was a
pleasure. There were no farewell lunches.
