About 4 months ago I moved to a new area in the US and hired a a financial advisor with Vanguard, where all my assets reside. Before that, while living in Mexico for 3 years, I did my own investing and rebalancing, yet started to feel a bit iffy about my choices. Vanguard charges .3%, which isn’t much, but it’s still significant depending on how much money one has invested.
I recently got light of Facet Wealth and their flat yearly fee, depending on the services one chooses — the average amount being $1600/year.
I’d like to read some of your opinions about the pros and cons of retaining a Vanguard financial advisor versus going with a company like Facet Wealth — or having none at all, being that all my assets are with Vanguard.
Thanks~
I recently got light of Facet Wealth and their flat yearly fee, depending on the services one chooses — the average amount being $1600/year.
I’d like to read some of your opinions about the pros and cons of retaining a Vanguard financial advisor versus going with a company like Facet Wealth — or having none at all, being that all my assets are with Vanguard.
Thanks~