I have a dilemma.
https://preview.redd.it/c05wki21pmbg1.png?width=1892&format=png&auto=webp&s=153f5f120ec2b520e634deacadde2ec3750b05f1
My investments have been with a good friend for 20 years. It wasn't until I started getting savvy that I realized I was paying 2% in fees and not really moving anywhere. Maybe 6% on average. I pushed for lower fees to 1.5% between him and the funds, and asked to be more agressive because I am getting closer to retirement and earning no where near what my friends are on their investments.
This is what he has in my account now. Please take a look and let me know what you think. I've earned less than 1% in the past 3 mths. Is it time to self-direct or find someone new or wait this out? Maybe suggest some changes?
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