Most people will be familiar with AssetBuilder / Scott Burns' advisory service which has been in operation since early last year I believe. There was an overall not too positive string here on Scott Burns' and AssetBuilder...
http://www.early-retirement.org/forums/f28/thoughts-scott-burns-34314.html
Now Bill Schultheis has started an advisory firm...
SagemarkWealth.com
I know, Schultheis was in the industry before becoming an author. His services seem more comprehensive and traditional than those of Burns. I believe his fees are .75%, at least for folks with modest assets.
Yet both espouse a buy and hold strategy for the most part. So beyond setting up what for some might be a complex, unified portfolio across taxable and retirement accounts and rebalancing, what do people make of the prospect of going with such an arrangement? John.
http://www.early-retirement.org/forums/f28/thoughts-scott-burns-34314.html
Now Bill Schultheis has started an advisory firm...
SagemarkWealth.com
I know, Schultheis was in the industry before becoming an author. His services seem more comprehensive and traditional than those of Burns. I believe his fees are .75%, at least for folks with modest assets.
Yet both espouse a buy and hold strategy for the most part. So beyond setting up what for some might be a complex, unified portfolio across taxable and retirement accounts and rebalancing, what do people make of the prospect of going with such an arrangement? John.