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Personal Investments • 200-300k windfall

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Should I give some to the CFA to invest ? He does charge a 1% AUM fee. He suggests a someone complex array of equity and bond funds.
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That idea sounds like a terrible idea, so no. You would pay $3000/year to be put into a bunch of poor fund choices (high fees), and you might be stuck with them after a few years due to not wanting to pay the capital gains taxes to get out of them.

Statistics: Posted by cacophony — Sun May 19, 2024 11:09 pm — Replies 2 — Views 210



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