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Money and Finances
Reply to "Reasonable Fee Rate for Assets Under Management"
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[quote=Anonymous]That's really good. we are at .75 with about 7m for similar services. We are with a small firm and they are down the street, we pop in when we need, and they've been very helpful. I'd do it myself but my fear is that if I die my spouse (disorganized and no interest/clue in personal finance) will not handle thigns well plus most of the money is in separate trusts for my kids so....I dont think you will find a full service firm that offers less than .5---you could pay less for like a fidelity manager (my mom had one and they just put her in a million overlapping funds, but didn't do much else beside some automated tax loss harvesting). [/quote]
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