Submitted by [deleted] t3_zzivqc in personalfinance
SubstantialEssay1540 t1_j2bwe66 wrote
You may be a good candidate for one of the robo advisor services (wealthfront, betterment) or if you occasionally need a person try out vanguard personal advisory service. The fees are relatively low and gets your excess cash into the market.
I think most of your friends on here and the bogleheads reddit , which are both full of great information would recommend you do it yourself, but I figure if you were predisposed to reading up on modern portfolio theory you woulc have done it already.
[deleted] OP t1_j2c05ej wrote
[deleted]
freddie_the_mercury t1_j2by04v wrote
agree. I started off with Betterment and when I grew to a significant balance I "graduated" to Vanguard just as you describe. Vanguard advisor will give advice as a fiduciary even for non-Vanguard accounts. I was surprised when he agreed with my decision to save in a deferred compensation account that resulted in less investment in Vanguard.
Viewing a single comment thread. View all comments