Reply to If you have a net worth of 1.4 million at 44

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[quote=Anonymous][quote=Anonymous][quote=Anonymous][quote=Anonymous][quote=Anonymous]OP, most of the people replying to you don't have the type of money they claim to have.

We use Charles Schwab and have access to a financial advisor that we check in with quarterly. She's a CFP and gives us great advice.[/quote]

can you elaborate on this option?[/quote]

If you go to their website, you'll see all the options they have. We have Intelligent Portfolio Premium - about half of our accounts are invested in their roboadvisor and the other half we do on our own (and our 529s are through the state, so not under Schwab at all), but you can enter all your info into their retirement planning software and the advisor will work with you to refine it and make adjustments at every meeting. Ours also provided advice on the 529s and the implications of things like buying a $900K house vs a $1.1 Million house, etc.[/quote]

Real question is how much are you paying for this service?[/quote]

Fyi Vanguard has a service like this called portfolio advisory services that has a .3% fee I think. One option is to try it out for a year and then decide whether to DIY. Another option is to use the questionnaires on their website (and bogleheads.com) and go straight to DIY. [/quote]

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