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Reply to "Am I overpaying my financial advisor?"
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[quote=Anonymous]We pay our FA 0.85% on first $500K, 0.65 on next $500K and 0.5% on anything above that. Our FA also does not charge us for what is in our 529s or MM/Cash/CDs, but rather only on the $8M+ in the actual investments. Our FA is worth every penny of it. Sure I could do just several Index funds and hope to be diversified. But we are worth enough that we can take the risk with PE and other "riskier" ventures with some portions. They also know when to harvest tax losses and just ditch a fund/stock that isn't performing. However, ours is very trustworthy, and typically has their own funds invested in most things they recommend. They also coordinate working with our Tax Advisors and estate planners as part of this.[/quote]
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