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Moving investments
Old 01-29-2014, 03:20 PM   #1
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Moving investments

I currently have some taxable money in a bank wealth management account that has done well over the past 2 years. My question is should I manage this money myself as the bulk of the investments are in Vanguard ETF's. I think I could save the 1% fee they charge and do the same thing as they do.

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Old 01-29-2014, 03:30 PM   #2
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Probably. It's easy to create a buy and hold portfolio, or maintain one that's already set up. If they're running some kind of active strategy, and they'll probably claim they've got some secret sauce, you won't be able to duplicate that. But you can probably do just as well on your own and save your 1%.

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Old 01-29-2014, 04:37 PM   #3
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Well, could you manage a portfolio? Let me interview you here in this thread as if you were appliying to be my financial advisor.

What kind of asset allocation should I invest in?

What are your fees? What are the fees of the investments you would have me use?

How would you rebalance my portfolio?

Can I call you up anytime and get some help?

Can you give me advice about taxes and how to minimize my taxes?

What benchmark(s) would you use to show me how you are doing with my portfolio?
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