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Money and Finances
Reply to "Do you use a “wealth manager” or DIY?"
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[quote=Anonymous][quote=Anonymous][quote=Anonymous]Has anyone used the Vanguard services? they are new and very reasonably priced. [/quote] Yes and we have been very happy with the service. They came recommended by my father-in-law and he’s very picky and was a CFO of a major company so I trust this recommendation. [/quote] DH and I split our assets, I put half in Vanguard and he put half with a private financial advisor. Honestly, the private guys are worthless. They take more of a percentage for less advice. Plus I like my Vanguard guy and feel like he wants to be helpful, unlike the private guys who just react to things we say. I'm sure this is very dependent on who you have. All I want is someone to really mitigate the tax consequences and sometimes come up with interesting investments. So far, I haven't found that guy.[/quote]
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