I was referred to this "money manager" from my Cha...

I was referred to this "money manager" from my Charles Schwab advisor. They did nothing for me but charge me a lot of money and provide me with no real service or value. The Capital Adivsor's fee is well over 1%. I asked my 'Wealth Advisor' to justify his fee. He offered to have the financial planning "expert" call me. After speaking with Kelcy, I'm sure this company has no idea what they are doing. After pricing the investment management service, I found Vanguard to offer a greater value. Since then, I have decided to move my money from Charles Schwab to Vanguard and to not work with these people.