How pushy are advisors?
I'm thinking about getting an SBLOC but I understand you need a dedicated advisor. I'm a hardcore Boglehead who hates, hates, hates sales calls and distrusts financial advisors unless they are fiduciary and fee only. If I get a dedicated advisor, how much are they going to bug me? Can I make it so they don't call me, ever, but they are available if I have a question? Also, by dedicated advisor does that mean I have to put my assets under their management for a fee?
Posted Aug 27, 2026, 1:03 PM UTC
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