Personal Investments • Hiring a financial advisor and perhaps you will approve

I defer to others more luminary, but to me it sounds like your mother will be paying too much: both in absolute dollar terms, and as an annual % of AUM. However, since as you say subjective factors are in play here, certainly your mother's wishes must be respected.

I'm not a luminary but are you suggesting you're going to find someone who will not only create a plan but also implement the plan for less? AFAIK PAS isn't exactly flexible in working with external accounts as seems to be happening in this case, but I don't have personal experience with it so I'm not sure. Of course, we also don't know the all-in cost for the .6% because we don't know the expense ratios of the funds that might be involved.

Statistics: Posted by tibbitts — Mon Jan 27, 2025 9:22 pm — Replies 3 — Views 226

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