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Thread: How much is your financial advisor costing you?
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Old 07-06-2025, 10:57 AM
retiredguy123 retiredguy123 is offline
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Originally Posted by Chi-Burbs-toTV2026 View Post
When I retire next year I plan to do the same, keep my 401k investments with Vanguard and manage it myself. Currently a mix of 60% stock / 40% bonds which I will tweak at some point. Going to take 4-5%
When you retire, I would suggest that you do a direct transfer from the 401K to a traditional IRA within Vanguard. It will cost you nothing, you will pay no annual fees, and you will have access to a larger variety of investment products.
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