Why People Leave Big Investment Firms
Poor Communication
Clients at large firms often feel neglected, with infrequent updates and slow responses, leaving them uncertain about their financial progress.
Misaligned Goals
Big firms use standard investment models, sometimes placing clients in strategies that don't align with their unique goals or comfort levels.
Unsure of Fees
Hidden fees and complex fee structures make it difficult for client to understand exactly what they're paying, causing frustration over unknown costs.
Poor Investment Performance
With many accounts to manage, advisors at large firms may not have time to optimize each portfolio, leading to disappointing or inconsistent returns.
One Size Does Not Fit All
Clients with specific financial needs can feel boxed into generic strategies that don’t fit their personal goals or risk tolerance.