No. of Recommendations: 2
1. I think s/he posted in the wrong place. Now if s/he had provided the information AND a free dinner at the Hyatt ...

2. The good news is that I used Intercst's quote to send to one of my daughter's boyfriends. Really nice young man who helps with his widowed mother's finances, but also has a financial advisor.

Asked her to ask him to check on the fees and to consider doing them himself. He's bright enough and with some help could save what is probably 1%. I'll check with DW to see if it would be appropriate yet to talk with him.

For that, I am thankful for the post.

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