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We wanted to evaluate other investment strategies and compensation methods. We were getting tired of the fees that we were being charged. We don’t want to get “nickel & dimed” to death with transaction and management fees. Thank you WiserAdvisor for helping us find our advisor!
Profile: Gary is in his early 50s, married, corporate hardware and software manager in Minneapolis, MN. He enjoys personal investing and model airplanes / trains.
Portfolio Size: $800K
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