Bruce Primeau, CFA, CFP, PFS

Bruce Primeau, CFA, CFP, PFS, financial planning consultant, Avantax, Dubuque, Iowa. Avantax.com

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Investing

Negotiate Your Investment Advisor’s Fees

Bruce Primeau, CFA, CFP, PFS | August 28, 2024

Are you paying too much for investment advice? Using the following checklist could save you thousands each year… Check Form ADV Part 2A. The SEC requires...