Reply to Do you use a “wealth manager” or DIY?

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Reply to "Do you use a “wealth manager” or DIY?"

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[quote=Anonymous][quote=Anonymous][quote=Anonymous][quote=Anonymous][quote=Anonymous][quote=Anonymous][quote=Anonymous][quote=Anonymous][quote=Anonymous]Yes, and she's worth it because I'm a worry wort.  Also, their firm has access to [b]investments that the public doesn't have access to[/b].[/quote]

That would raise my flags. Check the fund fees. [/quote]
They get a flat .9%.[/quote]

Is that the fund fees or the AUM?[/quote]
aum[/quote]

So do you know if those “investments that the public doesn’t have access to” have fees?[/quote]

Of course they do.  And according to most studies, around 90% of those funds will do worse than a broad based index fund.[/quote]
Shrug... they've done well for us.   So much so that we can retire early.   I don't want to manage it. Too much work and anxiety inducing.[/quote]

That's a perfectly reasonable answer!  The whole market has done well, you haven't stressed about it, maybe you paid higher fees than you otherwise would have, but that's fine if it's worth the less work and stress.  [/quote]

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