Quote:
Originally Posted by Normal
I would recommend a nationwide well known firm instead of local?
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I have always managed our assets and am a big fan of Vanguard. My wife will contact them upon my demise and utilize their advisory services. They charge a very low 0.30% AUM fee. Granted, they will utilize Vanguard funds but this is to your advantage. They are well known for having some of the lowest expense ratio fees on the planet. You can always call and speak to a CFP. They will have no reservations confirming that they must follow the fiduciary standard. And they will never sell you high-risk Ponzi bonds.