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Originally Posted by TNLAKEPANDA
If you have a small portfolio that does not need monitoring an d expert advice I would suggest you go with Vanguard Funds. You can research on their site and see what would be best for you. They have lots of diversified fund groups. Me I would end my relationship with the advisor.
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Agree. Go to Vanguard.com and take a look at some index funds that have built in diversification. For example, their Balanced Index Fund has an expense ratio of .09 I think. If you're willing to spend a little time on their site, you'll learn a lot. Good luck.