Hi Scott,
My husband and I were referred to a financial advisor by a friend. The first Zoom meeting was a free introductory session – the next covered how they wanted to invest our money and what their fees were. We decided their fees were too high ($27,000 per annum!) so emailed to say “thanks but no thanks”. Now they have now sent us a bill for $2000, which we don’t want to pay. We haven’t signed anything, so I’m just wondering if this is normal for a financial advisor to charge.
Denise
Hi Denise,
Tell them to stick their bill up their Zoom.
You didn’t agree to it, and you haven’t signed a contract.
Fuggedaboutit.
And thanks to everyone for reading. Let me know your thoughts.
Till next week!
Scott.