Robloxwrester

Full-service financial manager?

My financials, specifically in investments and tax, are starting to be more complicated than I can manage myself. It takes way too much mental space on a daily basis. How much should I expect to pay for someone to manage them for me across all sources? (so not just a Fidelity manager who needs everything to be in Fidelity, for instance)

Amazon QazWsx1 Oct 24, 2020

Too much, likely 1.5-2% annually. Simple solution=Simplify your financials, many people have $10M+ portfolio with only a handful of low cost Vanguard index funds. No need to over complicate!