Originally Posted by
GOnSHO
I have MULTIPLE clients with IA making WELL over 7-10%, we can only recommend so much based on a risk assessment that YOU as our client answer and sign. I can say you will not get the returns you are looking for at that level but in the end I cant put you in something higher risk than the assessment says unless you sign off saying you understand the risk.
I have clients in super conservative portfolios who just want a little bit of growth and keep the risk super low and I have clients in very aggressive growth funds/portfolios as they understand higher returns come with higher risk.
If whoever you were dealing with before didnt explain this properly than they were in the wrong and can only say what myself and my team/agency do for our clients.
So are you a WFG broker?
I can eat more hot wings than you.