Toggle navigation
Toggle navigation
Home
DCUM Forums
Nanny Forums
Events
About DCUM
Advertising
Search
Recent Topics
Hottest Topics
FAQs and Guidelines
Privacy Policy
Your current identity is: Anonymous
Login
Preview
Subject:
Forum Index
»
Money and Finances
Reply to "Financial Advisor, cost per year "
Subject:
Emoticons
More smilies
Text Color:
Default
Dark Red
Red
Orange
Brown
Yellow
Green
Olive
Cyan
Blue
Dark Blue
Violet
White
Black
Font:
Very Small
Small
Normal
Big
Giant
Close Marks
[quote=Anonymous]On DCUM they hate financial advisors almost as much as used car salesmen. Expect to pay 1% of assets under management, so that's not your house, just your investments. It sounds like your financial house is not in order planning-wise, so it probably is worth it. You can always end the relationship after a year if you like, but I think you'll get value. Also, them actively managing your investments (tax loss harvesting, portfolio rebalancing) will probably cover their fees, compared to you trying to do it on your own. At least with us, such tasks were like #100 on our to-do list, meaning they never got done.[/quote]
Options
Disable HTML in this message
Disable BB Code in this message
Disable smilies in this message
Review message
Search
Recent Topics
Hottest Topics