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 "Am I overpaying my financial advisor?"
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]12:53 here. While I was typing my response you asked a question about moving to Schwab. If Schwab is who you would like to go with, I would definitely call them first thing Monday to move over the stock and money market funds. You will need to see if they can accept the funds you have in your Roth. If not, sell off everything in the Roth, then move the cash funds to Schwab and re-invest. Schwab has a range of investment advisory services. See here: https://www.schwab.com/investment-advice#panel--full-text-79601 The highest service level is 0.8% AUM starting at $500,000, with lower (unlisted) fees at higher levels. You need to find out if the highest level could sort out the mess of uncommon funds you are in while minimizing any tax or fee hits. If they can, go for it definitely. You can always drop down to a cheaper or no advisory service level later. If they can't sort it out, you may need to hire a CPA to help. [/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
