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Old 08-13-2013, 10:17 AM   #21
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Originally Posted by Mike Piper View Post
Just a heads-up: Portfolio Solutions recently changed their fee structure.

Here's the current information from the website:
"Our management fee at Portfolio Solutions® is only 0.37% per year for your first $3 million in assets under management, and decreases even further to just 0.20% for assets over $3 million.*


*A total relationship value below $1 million is subject to a $925 minimum quarterly fee in lieu of the 0.37% annual management fee."

The Low Fee Advantage | Portfolio Solutions
Originally Posted by samclem View Post
Thanks--that's quite an increase in costs. Too bad, because I like Rick Ferri's approach. He's been very honest, too, that you can do all of this yourself (and he's written books on how to do it). From that perspective it's very above board: Do it yourself as I've shown you, but if you choose you can pay us .37% and we'll take care of it."
From what I understand, they're also increasing the services provided.

Here's a post from Rick on the matter:
Bogleheads • View topic - Rick Ferri's Interview - Own Stocks to Offset Low Rates

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Old 08-13-2013, 01:53 PM   #22
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Originally Posted by NW-Bound View Post
Though I am not looking for an adviser, I went on their Web site and found some good reading material. Thanks for posting.
No problem.

If folks want to see comparative results for some of the low cost advisors e.g. evanson, ferri, swedroe etc, here is a good read:

Another good read on the high cost of low cost DFA advisors:

FIREd at 46, 8/31/11
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Old 08-13-2013, 02:59 PM   #23
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I am a happy client of Allan Roth:

He works on a fee/hour basis.
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Tax help
Old 08-13-2013, 03:21 PM   #24
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Tax help

Many good links to read. I, too, have considered this very thing, mainly b/c I feel like I need help maximizing my tax strategies (of which I am currently pretty lame with!).
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Old 08-13-2013, 04:31 PM   #25
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In addition to Evanson, Cardiff Park could be an option.

Investment Advisor - Dimensional Fund - Passive Investing
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Old 08-14-2013, 01:17 PM   #26
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Asset Builder is another DFA shop with cookie-cutter portfolios. There fees are graduated:

AssetBuilder Fees - AssetBuilder Inc., Registered Investment Advisor

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