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Reply to "Reasonable Fee Rate for Assets Under Management"
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[quote=Anonymous][quote=Anonymous]We've been working with an advisor for about 5 years. During that time, our portfolio has grown from $2M to $5.2M due to performance and some additional investments made from our money market account. At what point should we expect a rate adjustment based on investments? We are currently paying .5%. Please, I am not looking for advice on whether or not to use an advisor...just whether a rate adjustment is warranted, or if we are already paying a reasonable rate for that level of assets under management. Thank you in advance.[/quote] This is a good rate. You might get a better rate by switching to vanguard, fidelity or Schwab but you won’t get all the services you are getting now. I believe Vanguard publishes their rate on the high net worth section of their website. You would need to call Fidelity and Schwab to get their rates.[/quote]
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