A Defective $863,309 Advisor Managed Investment Portfolio

In this episode, Host, Ron DeLegge, Chief Portfolio Strategist @ ETFguide does a Portfolio Report Card for PLR in Medley, FL. They recently became concerned about their financial advisor’s fees and performance and they wanted to find out how their investment portfolio is doing. They’re in their early 60s and their $863,000 investment portfolio is …

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