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Home / Columnists / Berko / Adviser doesn’t get style points, but delivers (access required)

Adviser doesn’t get style points, but delivers (access required)

DEAR MR. BERKO: We have a fair-sized account and have asked our adviser (name omitted) to lower his fee from 1 percent annually to 0.75 percent, which would save us more than $10,000 a year. He refused, saying that since he started managing our account, in August 2002, it has had a compounded annual return ...

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