I thought PAS had tax loss harvesting?A while back, I looked at Vanguard PAS, Schwab, and PlanVision.
Vanguard PAS was ok but didn’t factor in taxes etc. in their rebalancing recommendations which would have been a big hit in taxable.
Schwab guy was very cursory and didn’t have a lot of depth. He seemed mostly interested in getting me to sign on to their advisory service.
Mark Zoril from PlanVision was the most thorough. He was knowledgeable and took the time to answer questions in detail and walked through the various reports in their tool based on actual data I had provided, and made recommendations re changes to make. For the couple of hundred $ for a whole year, it’s well worth the cost.
Statistics: Posted by gavinsiu — Sun Jul 14, 2024 8:52 am — Replies 29 — Views 4085