does it have to be all or nothing? can't you tell them you like their services, but would like to manage your own investments now and would like a discount for that portion?I agree that his fee is reasonable, and I'd honestly be happy paying it just for the tax/business consulting. He's really helped me get everything in order in terms of insurance, a living trust, etc.
and do you know if your FA is a fiduciary or not?
since you've found this site, and starting to believe in its practices, the cat's out of the bag. you can't put it back in. one of the simplest, most boring things, you can do as an invester is to go one of the big three; fidelity, schwab, vanguard; and put all your money into a single target-date retirement index fund. 30 minutes of your time to create the account, set up automatic contributions from the paycheck, and you literally don't have to look at this again until you retire.
Statistics: Posted by bling — Sun Jan 14, 2024 6:18 am — Replies 49 — Views 3087