It may make little difference but if I pay, for example, $20k on a portion of my portfolio in advisor expense each year, should that be part or my expenses or should I remove from expenses and estimate the weighted investment expense impact?
It may make little difference but if I pay, for example, $20k on a portion of my portfolio in advisor expense each year, should that be part or my expenses or should I remove from expenses and estimate the weighted investment expense impact?
For $20,000 I would expect the FA to figure it out for me.
I’ve found many FAs can handle a portfolio bit many can not provide comprehensive retirement advice. One of the reasons I plan to leave.