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[quote=Anonymous][quote=Anonymous]Wife and I have roughly $10 million, mostly in Vanguard and Fidelity Index Funds (ETFs), retirement accounts, and our paid off home in NoVA. I do it myself (JD/MBA) since it really is pretty easy, and we can handle a downturn, so we stay invested and do not sell. We are both late 40s, W2 salary with 3 kids who have not started college yet (about $300K in each 529 so far). Thinking about a fee only advisor to round out financial planning along with updating our trusts. But paying someone $50K to $75K yearly is insane.[/quote] Put $1 millon in with them, and keep the rest where it is. That's $10k/year then lean on them for all the services they offer.[/quote]
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