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Reply to "Reasonable Fee Rate for Assets Under Management"
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[quote=Anonymous]We had deep dive interviews with Bernstein and then less so with Edelman about 8 years ago. We were 5M at the time. Bernstein was 1%. Edelman was minimum of 1% + assorted other things. We didn't go with either. What is your ROI on the 2M? How much of your increase is due to additional monies invested? Is your person's ROI better than what you're getting with the 401K you're considering bringing over? I would just ask your person what he can do % wise if you bring over the 401K. .5 is very good, provided you are paying other fees on individual investments the person has you in. [/quote]
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