- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
2
Posted on 3/2/24 at 4:28 pm to DiamondDog
quote:AUM Financial Advisors are the Real Estate Agents of investing. Paying a percentage is criminal.
depending on how much is being managed?
As far as the OP goes, find a for-fee-only advisor if you want to get confirmation your initial planning is good while you buy yourself time to get educated. There's a lot of free information out there (Bogleheads comes to mind, even though I don't follow their methods). Switching from growing your assets to producing income is a significant change. There are a lot of options, but it depends on how much risk you're willing to take.
Posted on 3/2/24 at 7:56 pm to DiamondDog
Correct, as in this case, hence my estimate or average of his current fees. His % is actually a small fraction higher than previous FA but makes up for it in service.
I'm not in any hurry to change, just thinking things will stabilize sometime into retirement and won't need the premium his service provides
I'm not in any hurry to change, just thinking things will stabilize sometime into retirement and won't need the premium his service provides
Page 1 of 1
Popular
Back to top
Follow TigerDroppings for LSU Football News