Does anyone use Vanguard’s PAS to manage just part of their portfolio, say taxable account or retirement accounts? Did you start that way or change later?
We’ve used the service for a few years now. We’re happy with (and trust) our advisor and the portfolio he’s set up. But things are stable and require less attention now, and, as the portfolio has grown, so has the advisory fee. I’d like to understand if there is leeway to reduce what’s under management, without losing our advisor, especially for my partner’s sake.
We’ve used the service for a few years now. We’re happy with (and trust) our advisor and the portfolio he’s set up. But things are stable and require less attention now, and, as the portfolio has grown, so has the advisory fee. I’d like to understand if there is leeway to reduce what’s under management, without losing our advisor, especially for my partner’s sake.
Statistics: Posted by abishop512 — Wed Nov 27, 2024 10:43 pm — Replies 1 — Views 182