Skylane
Level 11
Level 11

… and then, today, there’s the idiot who consolidated his stocks (formerly held by comp u share) with a local financial advisor… has the same 25k 1099 div income but is now paying 8500 advisory fees… no trades… nada… 

how much you want to bet the FA will try to liquidate some or all of the stocks in favor of funds and ptp’s … guess i have to have a chat with him…

If at first you don’t succeed…..find a workaround