BTravlin
Full time employment: Posting here.
- Joined
- May 18, 2010
- Messages
- 996
Is anyone currently using this management service or used them in the past? I'm interested in hearing reviews, both pro and con, from those with experience.
Rick Ferri's company, right?Is anyone currently using this management service or used them in the past? I'm interested in hearing reviews, both pro and con, from those with experience.
It's always interesting to me that there are never any direct forthright reviews of these kinds of places "from those with experience."
I can imagine some reasons for that. For one, folks here are really do-it-yourself types. Most of us do not believe that an advisor would add value. You can see this at Bogleheads as well. Over there Mr Ferri is well-regarded, but no one really writes about actually having their portfolio with his firm. Many folks have reported that they have mentioned to their spouses, "If I die, you can move everything to Rick Ferri if you want", but in reality they don't have true experience with him. (Full disclosure: I have met Rick Ferri and he's a good guy. I like him.)
There is this "testimonial" thread at bogleheads which is not easy to find which may be helpful: Bogleheads • View topic - Sharing how I chose a low-cost DFA advisor 3 1/2 years ago
And this thread has a testimonial: Bogleheads • View topic - Portfolio Solutions