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IMHO, you were mis-led by the American Express guy into thinking they were a fee for service outfit. The first clue is that he was not a CFA. A true fee for service advisor would neverhave products to sell, but would advise you on what no-load funds that were appropriate for your situation. Thats why they charge a fee, usually based on the amount of your investment porfolio. A true fee for service advisor doesnt make money off commisions. Anytime someone tries to pitch something at you, get up and run like hell!!!

Eagerly awaiting my copy of Quicken 2000

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