Wealth Managers - and Fees 1% or more
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Thread created 05-01-2012 by roadrunnercj
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How much money do you have to invest?
How old are you (if you're comfortable saying)?
What's your goal with this money? Retirement? Starting or buying a business?
Why do you want a "wealth...
Wealth Managers - and Fees 1% or more
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Thread created 05-01-2012 by roadrunnercj
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5 Replies
984 Views
I applaud the thought and attention you've given to this. You have come up with, what seems to be, a very logical approach. However, the good news is there's a much simpler and easier and, almost...
Wealth Managers - and Fees 1% or more
Expired
Thread created 05-01-2012 by roadrunnercj
0 Score
5 Replies
984 Views
Avoid "wealth managers" like the plague. Diversification across different firms is fine; if you don't know what you're doing, you can stick with Vanguard, Fidelity, and one other that I'm sure other...
Wealth Managers - and Fees 1% or more
Expired
Thread created 05-01-2012 by roadrunnercj
0 Score
5 Replies
984 Views
Looking to hire a wealth management company to invest some funds. My concern however is the standard 1% to 1.5% of invested asset fee schedule seems unmotivated.
Wouldn't a system where the fee...
Wealth Managers - and Fees 1% or more
Expired
Thread created 05-01-2012 by roadrunnercj
0 Score
5 Replies
984 Views
.........
Wealth Managers - and Fees 1% or more
Expired
Thread created 05-01-2012 by roadrunnercj
0 Score
5 Replies
984 Views
Good questions - The money is primarily for a young family member so we have the luxury of time. My concern has alway been - How do you really know how well your CFP is doing in relation to other...
