When he's old enough I'll tell my son that a simple 3-fund portfolio in a stock-bond allocation that he's comfortable with is all that's needed. For you, a Vanguard advisor at a much lower price point is perhaps a good solution. I have a hard time understanding how anyone could justify the fees you (and lots of other people) are being charged.
Good luck OP,
Good luck OP,
Statistics: Posted by BrooklynInvest — Sat Jun 22, 2024 9:19 am