Finding a financial planner

eyemgh
Sun, 18 Aug 2024 15:03:57 +0000

oldmom4896:

fees are minimal

Vanguard fees are low compared to others who charge a percentage of assets under management, but I wouldn’t call any AUM arrangement “minimal.” They don’t stop. It’s $3500/$M/year. If someone can’t manage their own portfolio with occasional fee only advice, it’s probably one of the better options, but still far more than I spend for fee only advice.