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Reply to "Am I overpaying my financial advisor?"
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[quote=Anonymous]We just parted ways from our financial advisor. We had a good experience but felt we could take it from here...and save on the fees. We were on Schwab and stayed with Schwab, only now we're considered self-directed. The process of becoming self-directed was fairly easy but you should really do some home work. Not sure if this was suggested already but look at the Bogleheads forum. They are incredibly helpful...even if you're only reading. Once you're comfortable with the process and you've set a path forward, it can be 'set it and let it'. Also, you'll need to lean on your tax accountant when its time. [/quote]
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