April 2017 by Jerome Lamb
To help my kids learn to invest, I set up a ROTH IRA for both of my minor children. $1000 was placed and Mr Bock was instructed to place it in money market as the DOW was near a high at the time, and then invest in a correction. Mr Bock was receiving fees in excess of $10, 000 per year on family funds being managed, and despite this failed to monitor and invest either ROTH in a timely manner. Mr Bock was also managing both minor children's college funds, and despite a favorable market, repeatedly sold investments he had chosen at losses, and had negative returns throughout a stock market period of stability and gains. Based upon how Mr Bock managed funds needed for college, I cannot recommend him for management of a retirement account. Wells Fargo Advisor's Complaint Resolutions Group sent me a letter with many false statements and customer care so poor, that is indicative of a company with it's checking account scandal.
