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Select Portfolio Management Inc
- Financial Services
- Aliso Viejo, CA
About this business
Location details
120 Vantis, Ste 150, Aliso Viejo, CA, 92656, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 4:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I worked with Dan Amaradio CFP from 2013 to 2019. I trusted that I would receive fiduciary-level advice, but later discovered that I was placed in very high-fee products that were not in my best interest. For example, I was sold a high-commission annuity in my 30s that locked up my money and charged a surrender fee to exit. I was also put in mutual funds with 12b-1 fees, which meant my advisor was paid ongoing commissions from my account every year. Not only were these funds expensive, but they also underperformed — leaving ... read more
I want to leave this review to hopefully educate others because I had no understanding when I first started investing of what I was being sold and just how outrageous the fees I've been paying truly are. I was too busy dealing with my father's cancer, along with his death and then my own cancer battle to be able research investing. Which is why when my accountant referred me to Dan Amaradio CFP at Select Portfolio Management, I thought I'd be able to trust him. After all a CFP has a fiduciary responsibility to recommend inve... read more
Frequently asked questions about Select Portfolio Management Inc
How is Select Portfolio Management Inc rated?
Select Portfolio Management Inc has a 1 star rating with 2 reviews.
When is Select Portfolio Management Inc open?
Select Portfolio Management Inc is closed now. It will open at 9:00 a.m.
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