Cattusbabe
Full time employment: Posting here.
- Joined
- Apr 3, 2006
- Messages
- 816
Looking for advice. DH and I are currently with a “full serviced” brokerage house that we “inherited” following my MIL’s death. After leaving things as is for the past two years we are considering moving our assets to Vanguard for the lower fees. However Vanguard offers various levels of services. Hence our dilemma. How much service to too much? We are not “active investors” and are more interested in holding good dividend producing stocks as we live off of the income from our investments and not spend down the principal. We are also conservative investors and want to limit our tax exposure. We just want to stay ahead of inflation. Out side of initially working with their planner to allocate our assets we would only likely rebalance the portfolio once per year. We have enough assets to consider their Asset Management Services but that may be over kill for us. Any suggestions?