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Experience with AssetBuilder Inc.
Old 01-20-2012, 06:41 AM   #1
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Experience with AssetBuilder Inc.

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

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Old 01-20-2012, 07:16 AM   #2
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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
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Target AA: 60% equity funds / 35% bond funds / 5% cash
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Old 01-20-2012, 08:43 AM   #3
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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.
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Old 01-20-2012, 08:44 AM   #4
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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.
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Old 01-20-2012, 10:42 AM   #5
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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.
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Old 01-20-2012, 11:55 AM   #6
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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.
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Old 01-22-2012, 06:30 PM   #7
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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.
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Old 01-22-2012, 08:23 PM   #8
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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.

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