Reply to S/O How to fire our financial advisor

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[quote=Anonymous]I have been trying to convince DH for the last couple of years that we need to let our FA go.  Great guy, he's been our advisor for 10 years.

I first thought about letting him go a couple of years ago when I sat down and added up all the fees we've paid between the both of us over the last 10 years.  I'd say out of my retirement account alone I've paid $24,000 in fees.  DH more because he has more in his account.

I got nauseous when I saw how much we've diluted our retirement accounts by, just with fees!

Then I watched/listened to Warren Buffett's Letter on CNBC a couple of weeks ago and was even more convinced that we need to do this now! I think that DH is finally on board also - thank God.

So, how do I go about firing our FA and getting our funds moved over to Vanguard?  We both already have separate investment accounts with Vanguard, I really like them so this is the company I want to go with.

Also for those who use Vanguard to manage your funds, do you use their Personal Advisor Service or just put the money into Index funds?[/quote]

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