Talk of The Villages Florida - View Single Post - Why hire an investment advisor/planner/counselor?
View Single Post
 
Old 10-04-2023, 12:22 PM
DAVES DAVES is offline
Sage
Join Date: Feb 2014
Posts: 3,539
Thanks: 196
Thanked 1,920 Times in 984 Posts
Default

Quote:
Originally Posted by askcarl View Post
To pay 40 to 60K a year at a 1% fee is a $4-6Million portfolio. I'll not cry for anyone in that horrible position this late in life.
This is probably not the right place to post such information. In terms of paying a 1% fee, I would check. If, an advisor is charging you 1% of your portfolio to put you into funds and etfs, it is on top of the management fee for the fund or the ETF. Some of the brokerages offer lower fees for the same fund if you have a larger balance. Vanguard makes it public and calls it Admiralty shares.
Fidelity offers the same exact funds with a different code on which a lower fee is charged they are offered to 401k plans.