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Personal Investments • Breaking up with my financial advisor pep talk

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But there are really good advisors out there. And they can be very beneficial for people who want that "objective" party, or need that sanity check and/or sounding board. However, to truly be "objective", they can't use AUM or "sales" models. Thus the only ones we'd recommend would be "fee only", meaning you pay them directly for their time.
"Fee-only" includes many AUM advisers. In fact many "approved" Boglehead advisers use, or have used in the past, an AUM model: Rick Ferri did for many years until recently, for example. Many Bogleheads were clients of his firm using that model.

Statistics: Posted by tibbitts — Thu Oct 03, 2024 9:27 pm — Replies 55 — Views 3043



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