High Fees in Individual Brokerage Acct

Office Hours
#1

A former financial planner I worked with a long time ago, before I knew better, had me invested in CCASX in my individual brokerage account. I have $60K in CCASX with an incredibly high fee (1.48%).

I’d like to get out of this fund but want to make sure I first understand the tax ramifications I’ll be accountable. Could we talk through this on the next office hours?

Thank you.

#2

I’ll cover this in tonight’s office hours (7/7/2021) with the recording available afterwards on the course site!

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