I'm thinking I might look into the services of an independent financial planner. My portfolio recently crossed 7 figures and I am 3 years and a little bit from retiring at 55. My Fidelity guy is great, but he's a Fidelity guy. I want someone who can look at my whole big picture, including real estate, and help me plan.
Not sure where to start. Are there good websites with directory listings? What to look for? What questions to ask?
Of course I realize a lot of this forum is "do it yourself" thinking. How many of folks here have such planners? My brother has one and pays 0.5% of portfolio quarterly. What is the going rate?
Thoughts and opinions welcome. No decision yet here, just considering...
Not sure where to start. Are there good websites with directory listings? What to look for? What questions to ask?
Of course I realize a lot of this forum is "do it yourself" thinking. How many of folks here have such planners? My brother has one and pays 0.5% of portfolio quarterly. What is the going rate?
Thoughts and opinions welcome. No decision yet here, just considering...