Talk of The Villages Florida - View Single Post - Who is the best financial advisor in The Villages?
View Single Post
 
Old 07-21-2015, 08:35 PM
Maxman's Avatar
Maxman Maxman is offline
Member
Join Date: May 2010
Location: Virginia Trace
Posts: 67
Thanks: 0
Thanked 0 Times in 0 Posts
Default

Quote:
Originally Posted by JGVillages View Post
Unless you desire to be very very pro-active with your porfolio I would not suggest handling it on your own. The market has been extrermely difficult to read in recent years, so for myself a financial advisor was necessary. She has structured a portfolio of stocks and bonds that have exceeded our goals the past 8 years. The advisor is Jayne Wakeman with Edward Jones in The Villages. I have dealt with numerous advisors to date and she is by far the best.
One question do you have any American funds through Edward Jones?

Edward Jones costs more in several ways:

1. The front load buying the fund (up to 5%)

2. Funds with higher expense ratios (1 to 2%)

3. Sales load for reinvesting capital gains or dividends (up to 5%)

Also, notice how frequently agents take family vacation trips internationally (probably some sort of sales incentive from Edward Jones or mutual fund family). Ultimately the investor is paying for these too.
__________________
I'm not young enough to know everything

Last edited by Maxman; 07-21-2015 at 08:55 PM. Reason: more info