Mike
New account - Moved from another firm
I moved from another firm due to concern over losses and high fees over the life of this relationship. I am well into retirement and have limited money saved. My new account lost over $1000 in the first 4 days (.5 %). I stayed with my last account manager for 7 years based on the account rebounding, it did not. I can not wait that long again, should this become a trend.




