Quote:
Originally Posted by itnetpro
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
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John agree on Vanguard but I want to point out a slight mistake. Vanguard charges .3% on its advisory services not .03%. Still this is a very low cost advisory service.
Jeff