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'Is This My Wake-Up Call To Get Rid Of My Advisor?' โ€” Suze Orman Responds To Listener Paying 1.22% For Half The S&P's Returns
Yahoo Financeยท 2025-10-22 12:31
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. After reviewing his 401(k) rollover returns, Sam realized his Fidelity advisor was charging him 1.22% but delivering roughly half the returns of the S&P 500 over the same period. He recently wrote into Suze Orman's "Women & Money" podcast to seek guidance over his concerns. At age 57 with about $500,000 invested, Sam asked Orman, "Is this my wake-up call to get rid of my advisor and put it all in the S&P?" ...