A couple of ideas:
Vanguard has a personal advisor service offering for 0.3% of the money under management. They will recommend Vanguard Mutual Funds and ETFs but given their large portfolio of funds and ETFs, that is not a bad thing. I have had a few conversations with them but have not pulled the trigger. Vanguard also has a robo-advisor offering for 0.15% of the money under management but there are some restrictions. Of the local people I have spoken with, Tom Ruggie of Ruggie Wealth Management made the most favorable impression on me. They charge 1% of the money under management. I am not using them either but may reconsider in the future.
Quote:
Originally Posted by Henryfrakl
Looking for name of an advisor preferably from Fidelity or another national firm. That truly understands wealth retention and income.
Thanks in advance for any advise.
Henry
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