My Edward Jones financial person has made me 36+% for one year ending today. I started with him in July 2024. Since inception with him I’ve gained 20+%.
I know a lot of you don’t think paying the management fees are a good idea but for me it works because I get nervous and he calms my fears. And btw I was able to negotiate the fee down.
Comparing to your accounts should I fire him or buy him a present?