<prompt> Human: He has used them for about 7 years and I was wondering if anyone else has had experience with them or has any suggestions for other brokers. They are a decent firm but are becoming a cookie-cutter investment firm. Any suggestions on a better broker?  <response>: You missed all the important details in your post.How old is your dad?How much did he put in, and into what funds?What kind of investment account does he have DIY vs. managed, what tax-treatment IRA, Roth IRA, taxable? What fees?and finally what does he want to do with the remaining money? 