By |Published On: June 30th, 2014|Categories: Investor Education|

We were sitting around the office today discussing the type of financial advisor we’d like to be.
Then it struck us. What would Charlie Munger do?

Invert, always invert.

So we decided to come up a list of 10 things people DON’T like about their financial advisor

  1. Charging me too much
  2. I can’t understand what they actually charge
  3. Always trying to sell me a bank product
  4. Overly aggressive in recommendations
  5. Constantly changing my investments
  6. Poor returns
  7. The investment strategy is too complicated
  8. Nobody listens to my opinion
  9. My calls are secondary to the richer guy
  10. Nobody will take ownership of mistakes

WHY DON’T I JUST DO THIS MYSELF!!!

…maybe you should?

About the Author: David Foulke

David Foulke
David Foulke is an operations manager at Tradingfront, Inc., a provider of automated digital wealth management solutions. Previously, he was at Alpha Architect, where he focused on business development, firm operations, and blogging on quantitative investing and finance topics. Prior to Alpha Architect, he was involved in investing and strategy at Pardee Resources Company, a manager of natural resource and renewable assets. Prior to Pardee, he worked in investment banking and capital markets roles at several firms in the financial services industry, including Houlihan Lokey, GE Capital and Burnham Financial. He also founded two internet companies, E-lingo, and Stonelocator. Mr. Foulke received an M.B.A. from The Wharton School of the University of Pennsylvania, and an A.B. from Dartmouth College.

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