What do they do for you that you weren't doing yourselves?The year before retirement in 2023, I interviewed six companies including Vanguard and Fidelity (who reached out monthly once we had our assets there.) I also interviewed two local companies. In the end, we went with Evanson Asset Management which I found mentioned in the Boglehead website. They charge a flat fee that is much less than Fidelity and even Vanguard. Their proposal was $17,000 less than Fidelity’s fee. The simple portfolio consists of passive DFA ETFs, Vanguard and Fidelity ETFs. The service has been far better than what we received when Vanguard managed our funds.
Statistics: Posted by drzzzzz — Sat Sep 14, 2024 10:31 pm — Replies 64 — Views 5413