Talk of The Villages Florida - View Single Post - Please explain to me like I'm 12, why I should fire Fidelity, EJ, etc.
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Old 03-23-2025, 07:20 AM
CarlR33 CarlR33 is offline
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Quote:
Originally Posted by stevecmo View Post
I'm sure you've heard of the 4% rule. Simply stated, you can withdraw 4% of your assets every year and not run out of money. Most advisors take 1 to 1.5% of assets under management (AUM). That means you're giving up a minimum of 25% of your 4%!
Or, your advisor could be earning enough to cover that cost and more? Another way to look at it.
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