Hello,
Am trying to decide whether to execute a financial plan, devised by a USAA CFP, involving about 12 positions in USAA and non-USAA funds. The non-USAA funds will involve ca. $500 to establish initial positions in the brokerage! Seems steep. The adviser seems competent but the folks over at Bogleheads have more or less torn it apart. I'd appreciate any feedback on folks who've had experience with USAA advising services and the equivalent at Vanguard and how they've fared. Thanks, John.
Am trying to decide whether to execute a financial plan, devised by a USAA CFP, involving about 12 positions in USAA and non-USAA funds. The non-USAA funds will involve ca. $500 to establish initial positions in the brokerage! Seems steep. The adviser seems competent but the folks over at Bogleheads have more or less torn it apart. I'd appreciate any feedback on folks who've had experience with USAA advising services and the equivalent at Vanguard and how they've fared. Thanks, John.