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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][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] This is exactly how I feel. They do a good job, I am on track for retirement, they bring a lot more to the table than just putting my money in a fund. [/quote]
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