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The Mutual Fund Store, LLC Customer Care Service

United States

Customer Support Phone Numbers

(800) 375-3000 1 0
The team of professionals provide fee-based advices and asset management to more than 37,000 clients in more than 120 offices nationwide.

The Mutual Fund Store, LLC Complaints & Reviews

The Mutual Fund Store / Skull Duggery

King 4 Ever on Jul 22, 2011
I must take exception and voice my opinion of what I hear from this radio program. All they ever say is the market is going to go up and you need to be fully invested in stock and bond mutual funds. The voice tells you they will find the best mutual funds for you. But I am here to tell...

The Mutual Fund Store / Radio Show

Zambroski on Jul 15, 2011
This show is new in my city. The first couple weeks I thought it was about "advice" and investing. Then it became apparent that this is a commercial for this business. I don't quite get why anyone needs someone to find mutual funds and pay them thousands of dollars to do it. There are...

The Mutual Fund Store / Wrap Account Warning

Morti Quinn on Jun 24, 2011
Adam Bold's Mutual Fund Store is a network of franchisees who operate under the guise of calling themselves, "financial advisors". But in my mind a financial advisor should do a lot more than just press a couple buttons and print out a pie chart, fill out contracts and paperwork to...

The Mutual Fund Store / Time to tell the truth

Be Honest Bold on Jun 23, 2011
For some stupid reason I listen to Bold's commercial/radio show every Saturday. Probably because I'm just too lazy to change the radio station and it comes on automatically with my coffee maker. I'm not a client, and not a competitor. I've never met any0ne from the...

The Mutual Fund Store / Stealing Packets of Sugar

Captain_Queeg on May 31, 2011
Bold loves analogies. He compares investment managers to quarterbacks, golfers and baseball players. A worthless analogy in my humble opinion. Bold tells the story of his grandmother who steals packets of sugar from restaurants because she lived through the depression and remembers suger...

The Mutual Fund Store / What are you paying for?

Helmut9 on May 25, 2011
If you open an account with them, they transfer your account to Charles Schwab brokerage. No big deal there. Schwab is great for the retail investor, that is as long as you don't have a 3rd party advisory contract in place. If you do, you don't get any of the benefits that Schwab...

The Mutual Fund Store / Stupidity?

Sweet Mo Lasses on May 17, 2011
Is Adam Bold really as stupid as the things he says? I don't know. I can't believe anybody could be as dumb as the things I hear coming out of his mouth. So I give him the benefit of the doubt and assume he says the things he says to keep his clients buying his services. Anyway...

The Mutual Fund Store / Horrible Advice

Liquid Spoon on Apr 6, 2011
Gold, Silver and oil have quadrupled over the last 10 years and the ENTIRE time Adam Bold has been on his weekly radio show telling people over and over not to invest money into these asset classes. His mutual funds have done absolutely NOTHING for a decade and yet this guy acts like he...

The Mutual Fund Store / A Stopped Clock

Pete Griffin on Mar 24, 2011
Bold says he's been pumping mutual funds on the radio since 1998. It's true. In 1998 he was blabbering on and on about technology stocks and funds. We all know how that turned out. After tech burst he started pumping financials and financial services. We all know how that turned...

The Mutual Fund Store / A Wrapping of Deceit?

I examined the promises this company makes. A) They say you will own the "best Funds". What is the definition of best fund? There aren't any other than past performance. Do you want to invest based on past performance? How hard really, is it to move your money to the funds sporting...

The Mutual Fund Store / Poor Service, High Fees

They say they pick the best Mutual Funds and always monitor them. However, most of the funds they put me in were rated poorly by Morningstar, such as 2-3 stars. When I questioned the advisor he really had no answers that made any sense. He just said those were the "best funds according to...

The Mutual Fund Store / Scam artists

Here is the scene. There are a group of financial planners sitting around a table and one says, 'I have an idea. Why don't we stop charging commissions and just charge a small annual management fee.' This way we will make less money and the client will make more'. The...

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