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Started By
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Fee Based Financial Adviser
Posted on 7/7/26 at 1:58 pm
Posted on 7/7/26 at 1:58 pm
Looking for someone good in Baton Rouge and NOLA as I near retirement.
I am not an OT Baller, but not too shabby either.
I want to discuss timing of drawdowns, investment strategy, etc.
Have run a lot of numbers on Boldin and other platforms, I just want someone to lay eyes on it and help me see anything I am missing.
Recommendations?
I am not an OT Baller, but not too shabby either.
I want to discuss timing of drawdowns, investment strategy, etc.
Have run a lot of numbers on Boldin and other platforms, I just want someone to lay eyes on it and help me see anything I am missing.
Recommendations?
Posted on 7/7/26 at 2:00 pm to RanchoLaPuerto
who is your banker? If chase they offer a very attractive wealth management plan
Posted on 7/7/26 at 2:40 pm to RanchoLaPuerto
ChatGPT, Claude, Grok
Posted on 7/7/26 at 3:27 pm to cgrand
quote:
chase they offer a very attractive wealth management plan
Not looking for percentage based fees. I want a pure fee for service. The load with Chase is too high to justify.
Posted on 7/7/26 at 3:28 pm to RanchoLaPuerto
Smart to go fee-based.
I am a DIY’er. Used Fidelity (free) and Vanguard (free) to confirm / validate our longevity risk, sequence of returns risk mitigation plan, RMD reduction and income strategy.
Much of it was confirming what I already knew with a couple of exceptions. Was more than solid for what we needed.
Interviewed a couple of AUM % FA’s and shut that down fast. Cost / value did not make sense.
I am a DIY’er. Used Fidelity (free) and Vanguard (free) to confirm / validate our longevity risk, sequence of returns risk mitigation plan, RMD reduction and income strategy.
Much of it was confirming what I already knew with a couple of exceptions. Was more than solid for what we needed.
Interviewed a couple of AUM % FA’s and shut that down fast. Cost / value did not make sense.
This post was edited on 7/7/26 at 3:32 pm
Posted on 7/7/26 at 3:39 pm to Everyday Is Saturday
I have run a lot of simulations on Boldin. Like you, I just want someone to verify my plans.
Plus, I recognize that no one is as smart as I think I am, including me, so it is always good to get input, even on stuff you think you know.
Plus, I recognize that no one is as smart as I think I am, including me, so it is always good to get input, even on stuff you think you know.
Posted on 7/7/26 at 5:28 pm to RanchoLaPuerto
www.feeonlynetwork.com
Posted on 7/7/26 at 6:37 pm to RanchoLaPuerto
Learn how to maximize AI. Even the big brokerages charge a 1% fee which on $1 million equates to paying them damn near $1000/month.
Biggest waste of money in 2026. Not sure how they still exist.
Biggest waste of money in 2026. Not sure how they still exist.
Posted on 7/8/26 at 10:41 am to RanchoLaPuerto
We're a firm in St. Francisville. We've been doing business for 28 years and helping people with exactly what you're looking for.
Let me know if you want to reach out.
Let me know if you want to reach out.
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