I am currently in my 3rd year of retirement and am looking at moving from my FA to Vanguard or some one else where I could take more control of managing my money myself. I currently have approx. 200M in the below funds which according to my calculations I am paying about $4000 in expenses.
Can someone tell me what would be similar funds with a lower expense ratio?
Thanks
blackrock global allocation inv c
invesco balanced-risk allc c
lord abbett floating rate c
lord abbett short duration income c
transamerica asset allc moderate c
transamerica multi-manager alt strat c
transamerica multi-manager intl c
Can someone tell me what would be similar funds with a lower expense ratio?
Thanks
blackrock global allocation inv c
invesco balanced-risk allc c
lord abbett floating rate c
lord abbett short duration income c
transamerica asset allc moderate c
transamerica multi-manager alt strat c
transamerica multi-manager intl c