unless you are willing to fit the same investment profile that they boilerplate to all their…read moreclients, they refuse to work with you and will 'fire' you if you want any sort of individualized service. its too much work for them and i wonder if they just dont have the experise to even serve their clients.

Would NOT recommend to anyone thinking about a financial planner , their system is run by robots ,…read morethat buy & sell when certain conditions arise in your portfolio , they DO NOT LISTEN to your instructions , charge an exhorbitant fee to do this , & will LOSE MONIES in your account , also their website with regards to your account will never be up to the current date , so you will be in limbo as to where your account sits & its value & assets A hard NO , on their services