Join Early Retirement Today
Thread Tools Search this Thread Display Modes
Experience with AssetBuilder Inc.
Old 01-20-2012, 06:41 AM   #1
Recycles dryer sheets
Join Date: Jan 2008
Posts: 125
Experience with AssetBuilder Inc.

My wife and I are considering a switch from our current FP. Anyone have any experience with AssetBuilder Inc.?

serie1926 is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Old 01-20-2012, 07:16 AM   #2
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Midpack's Avatar
Join Date: Jan 2008
Location: Chicagoland
Posts: 10,663
I am a DIY investor so I can't recommend any FP, but they do not come much better than Scott Burns. I've read his books and his Dallas Morning News financial columns for many, many years. I would expect Asset Builder to be top notch, best of luck.

No one agrees with other people's opinions; they merely agree with their own opinions -- expressed by somebody else. Sydney Tremayne
Retired Jun 2011 at age 57

Target AA: 60% equity funds / 35% bond funds / 5% cash
Target WR: Approx 2.5% Approx 20% SI (secure income, SS only)
Midpack is offline   Reply With Quote
Old 01-20-2012, 08:43 AM   #3
Thinks s/he gets paid by the post
Onward's Avatar
Join Date: Jul 2009
Posts: 1,567
After reading his column and his blog for many years, I have the highest respect for Scott Burns.
And if I claim to be a wise man, it surely means that I don't know.
Onward is offline   Reply With Quote
Old 01-20-2012, 08:44 AM   #4
Thinks s/he gets paid by the post
Join Date: May 2006
Location: Largo
Posts: 1,945
Depending on the size of your portfolio, you can get the same access to DFA funds for less cost. Check out Evanson Asset Management. They charge a flat fee based on the complexity of your situation regardless the size of your portfolio.
Buckeye is offline   Reply With Quote
Old 01-20-2012, 10:42 AM   #5
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Chuckanut's Avatar
Join Date: Aug 2011
Location: West of the Mississippi
Posts: 5,179
Thank you for mentioning this site. I remember hearing about it a while back, but it sunk into the inky shadows of my mind and I never checked into it. I did notice that for the annualized returns the simple Couch Potato portfolio did the best. I imagine the 50% in Inflation Protected Securities was a big help. Of course, past performance does not predict......
The worst decisions are usually made in times of anger and impatience.
Chuckanut is offline   Reply With Quote
Old 01-20-2012, 11:55 AM   #6
Thinks s/he gets paid by the post
DFW_M5's Avatar
Join Date: Sep 2003
Posts: 4,630
I don't have any direct experience, but DFA Funds & Scott are great in my mind. I also believe you will need to set up an account with Schwab if you go that route.
DFW_M5 is offline   Reply With Quote
Old 01-22-2012, 06:30 PM   #7
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jun 2005
Posts: 7,662
Does Mr Burns really have anything to do with this? Or did he just lend his name to the endeavor?

That said, the outfit seems worthy of an extensive interview along with a few others on one's short list.
LOL! is offline   Reply With Quote
Old 01-22-2012, 08:23 PM   #8
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Ed_The_Gypsy's Avatar
Join Date: Dec 2004
Location: the City of Subdued Excitement
Posts: 5,247
John Greaney on his REHP site has a post or two on this subject. Here is one:
Update on DFA-approved advisors -- Who'll save the World from Mark Matson?
He has an earlier one that also shows (or showed) AssetBuilder, but I could not find it today.

Lesson: It can be VERY expensive even talking to some of these services. Do your homework.

my bumpersticker:
"I am not in a hurry.
I am retired.
And I don't care how big your truck is."
Ed_The_Gypsy is offline   Reply With Quote

Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off

Similar Threads
Thread Thread Starter Forum Replies Last Post
Hip Replacement Experience? grumpy Health and Early Retirement 26 03-01-2012 06:37 PM
Trabeculectomy experience? friar1610 Health and Early Retirement 9 01-04-2012 04:22 PM
What is your most memorable food experience Nobulife Other topics 56 08-25-2011 12:24 PM
anyone with Sloan Kettering experience? palomalou Health and Early Retirement 3 08-10-2011 05:02 PM


All times are GMT -6. The time now is 11:57 PM.
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2016, vBulletin Solutions, Inc.