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 "Fees for a managed money account of 2+ million?"
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] All I can say is that 1.25% on $2M is exceptionally high - perhaps you misunderstood and it is tiered starting at 1.25% for the first $500K then 1.00% for $500-$1.5M etc. Different advisors offer different services. My "concierge" financial advisor is 1% up to $1.5M then .80% AUM $1.5-2.5 - they not only do my investments, but also quarterback pulling information from CPA, estate attorney etc -their firm also has CPAs so I don't have to pay to get quick tax advice and questions answered. We have had a financial plan for years, and now that my children are "adulting" they are working with them as well. Agree, you get what you pay for - but the value I get is more from the service, education and attentiveness, rather than insane returns ... Although, we have done well and are invested in different things! Good luck - take a closer look at this 1.25%![/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
