- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Coaching Changes
- 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
Vanguard to manage money?
Posted on 5/26/21 at 4:49 pm
Posted on 5/26/21 at 4:49 pm
I am switching from Ed Jones to Vanguard. I do not plan to manage my accounts. I plan to let them manage everything fully. Does anyone use Vanguard this way? If so are you satisfied? Suggestions welcome
Posted on 5/26/21 at 5:09 pm to MiniSppl
When you reach I think a voyager level they offer a team that provides assistance
Posted on 5/26/21 at 5:14 pm to MiniSppl
Are you set on Vanguard? Seems weird to transfer there without knowing what service you’re going to use and the pros and cons.
Posted on 5/26/21 at 6:15 pm to MiniSppl
quote:Sounds a bit after-the-fact. Why the switch from Jones? Why the switch to Vanguard?
I am switching from Ed Jones to Vanguard. I do not plan to manage my accounts. I plan to let them manage everything fully. Does anyone use Vanguard this way? If so are you satisfied?
Personally we use a private bank and UBS along with personally managed TDA/Schwab accounts.
If your personal Vanguard account guy is a guru, great. If not, WTF are you doing?
Posted on 5/26/21 at 6:40 pm to Gorilla Ball
Why the down vote? Idiot!!
Posted on 5/26/21 at 7:20 pm to NC_Tigah
Do these people discuss with you tax advantages, sequence of returns and retirement planning or what? It's just weird because you're usually just indexing over there so why need management?
Posted on 5/26/21 at 7:35 pm to MiniSppl
I let them start managing my 401k in December. I’ll see how they are doing in a few months, but they have blown my performance away so far and I don’t have to worry about anything.
Posted on 5/26/21 at 8:39 pm to MiniSppl
I used their advisory services for a year and it was awful. Their portfolio is far too weighted towards bonds and international stocks. You would be better putting your money in an S&P 500 index fund.
Popular
Back to top
5








