Talk of The Villages Florida - View Single Post - Who is the best financial advisor in The Villages?
View Single Post
 
Old 09-07-2015, 09:39 AM
itnetpro itnetpro is offline
Junior Member
Join Date: Sep 2015
Posts: 5
Thanks: 0
Thanked 0 Times in 0 Posts
Default

One Word, VANGUARD they are the most reputable in my opinion. If you want to do it yourself go with their low cost targeted funds. If you feel more comfortable using an advisor they also offer that service. If I recall its .03% is the advisor fee. You will be assigned a personal advisor if your assets exceed 500k. I]

Me personally, I have been moving my personal portfolio from Fidelity to a Targeted Mutual Fund VanGuard account. I don't really think we need more then that at the moment.

My instructions to my wife are simple. If I die, since our holdings far exceed the $500K mark. I instructed her to contact Vanguard and have them manage her portfolio. She has no interested learning how to invest and I feel very confident in their ability to manage her assets in the event of my death.

John