[manaboutown]

Originally Posted by ElDiabloJoe

Of course, you could always mitigate the fiduciary and tax aspects by using a fee only advisor who is also a CPA. I know of one, but you'd have to be comfortable with her not being local: Annette Di Bello CPA CFP(R) PC Fee Only Fiduciary Wealth Mgmt

Looks like she has an AUM fee structure. From her website:

Investment Management Fees - $1,000,000 minimum investment
1.20% annual on the first $1,000,000
1.00% annual on the next $500,000
0.80% annual on the assets above $1,500,000

That's a little pricey IMHO..

Her financial planning fee seems reasonable except that one must first be an AUM customer to obtain that service for which one is already paying a huge percentage of invested assets under her management every quarter.

From her website:

Financial Planning Fees
Comprehensive Tax, Financial & Retirement Plans Start at: $2,500 - $400 per hour

Also while I commend her for going to night school at Cal State Fullerton to obtain her bachelor's degree in business administration it is not a top business school.

I may have missed it but I did not see any statement on her website about her acting in a fiduciary capacity.

I'll pass...