I have a large sum of money in multiple entities through an investment counselor with American Express. I have been concerned that I do not know the real costs of doing business with AmericanExpress. I have been trusting them to make all the investment decisions but now I would like to get more involved. I have found a "financial advisor"/broker who works in a 2 person business called Spurgeon Financial Services in Newark, OHIO. They use Locust Street Securities. He is pushing IRA's through MFS Massachusetts Financial Services. I do not feel comfortable managing all the money for retirement on my own. But, I don,t know how to shop around for good service and advice. Any input?
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