So far, I have avoided the calls to chat and I give them credit for not being intrusive. I use the PC to marvel at how much money I am not throwing away by paying an AUM advisor. PC is a fantastic tool to aggregate your expenses effortlessly. I might take their counsel to see what they offer, but refuse to support any and all AUM fee structure which in my mind is anti fiduciary practice. Thanks for the article.
Invest your savings (Cash back from credit cards, Costco/Sam's refunds, actively put away the amount on bills that say "You saved $xxx", All refunds, since you've already spent it anyway
Don't forget to enjoy the thrill of seeing the savings grow.
I was with M1 (Easy one-click rebalancing, Good incentive to move in with large portfolio and left when they grew too large to offer straight forward run of the mill customer service. Checked again lately by asking a question. Still sucks. Moved to Vanguard and experienced a sudden drop in customer service. (Try to find their help phone line number) Decided to move again to Fidelity or Schwab. HELP!
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So far, I have avoided the calls to chat and I give them credit for not being intrusive. I use the PC to marvel at how much money I am not throwing away by paying an AUM advisor. PC is a fantastic tool to aggregate your expenses effortlessly. I might take their counsel to see what they offer, but refuse to support any and all AUM fee structure which in my mind is anti fiduciary practice. Thanks for the article.
Post: Off the Hook
Link to comment from April 3, 2022
Post: What financial advice would you give to those in their early 20s?
Link to comment from May 31, 2021
I was with M1 (Easy one-click rebalancing, Good incentive to move in with large portfolio and left when they grew too large to offer straight forward run of the mill customer service. Checked again lately by asking a question. Still sucks. Moved to Vanguard and experienced a sudden drop in customer service. (Try to find their help phone line number) Decided to move again to Fidelity or Schwab. HELP!
Post: Which banks, brokerage firms and other financial companies would you recommend to friends?
Link to comment from April 10, 2021