Do you self invest or use a vanguard advisor? : r/Bogleheads - Reddit

At 34, I self-manage my $440K portfolio. A fee-based tax attorney/CPA for complex tax minimization and/or estate planning is extremely valuable, but if you read through the …

CouponFollow Extension

$440
OFF

Do You Self Invest Or Use A Vanguard Advisor? : R/Bogleheads - Reddit

2 weeks from now

At 34, I self-manage my $440K portfolio. A fee-based tax attorney/CPA for complex tax minimization and/or estate planning is extremely valuable, but if you read through the …

reddit.com

2%
OFF

Invest Myself Or Use A Financial Advisor? : R/Bogleheads - Reddit

2 weeks from now

Investing in even $1 in bonds for you is counterproductive. I'm 66 and retired and I have believed for 35 years bonds are not worth owning. The 10 year performance of BND is under 2%. You …

reddit.com

$1
OFF

Has Anyone Used Vanguard's Personal Advisor Services?

2 weeks from now

One question I don’t know the answer to is if you have a dedicated advisor or not (obviously, each advisor handles multiple accounts). I know that you need to hit Flagship status or $1MM with …

reddit.com

1%
OFF

Do Any Bogleheads Use A Professional Financial Advisor?

2 weeks from now

Oct 15, 2024 · TipsQuestions wrote: Tue Oct 15, 2024 6:15 pm I think you can divide advisors into tradition ones, who charge around a 1%/year to sit on your money (the vast majority of the …

bogleheads.org

3%
OFF

This Is What My Vanguard Advisor Has Me In. Thoughts?

2 weeks from now

I too, used to use V-Advisor (0.3%). Now I Self Manage. Read up on accounts, & you can too! I would say: Mutual Funds for Automatic Investments into a Taxable Brokerage. I like VTSAX. …

reddit.com

3%
OFF

Do Any Bogleheads Use Vanguards Robo Advisor? : R/Bogleheads

2 weeks from now

I used to use V-advisor (0.3%), but now I self manage. I recommend either Self Managed Accounts (no fee) or Personal Advisor Accounts (0.3% fee). Not robo-advisor. It is easy to …

reddit.com

19%
OFF

Portfolio Review - Bogleheads.org

2 weeks from now

2 days ago · EvanInvests wrote: Wed Feb 05, 2025 12:41 am Hello Bogleheads, Taxable at Fidelity 0.19% Cash 0.28% Vanguard Total Stock Market Index Fund ETF (VTI) ER: 0.03% …

bogleheads.org

FAQs about Do you self invest or use a vanguard advisor? : r/Bogleheads - Reddit Coupon?

Do you get a personal advisor at Vanguard if you hit $500K?

Ok thanks for any input. You don’t get a Personal Advisor at Vanguard when you hit $500k. You don’t really get anything meaningful. You can pay for Vanguard Personal Advisor Services with only $50k but you will pay a fee of .3% for the privilege. You get a dedicated PAS advisor if you invest more than $500K with them, others get team advise. ...

How much does a vanguard personal advisor cost?

You don’t really get anything meaningful. You can pay for Vanguard Personal Advisor Services with only $50k but you will pay a fee of .3% for the privilege. You get a dedicated PAS advisor if you invest more than $500K with them, others get team advise. Your advisor will get to know you personally and your situation. ...

How often does Vanguard review a portfolio?

They engage and review with Vanguard PAS 1 - 2 times a years or if any questions or concerns arise in between. Vanguard moved the portfolio to the Vanguard Four Fund Portfolio of Total Stock, Total International Stock, Total Bond, and Total International Bond. Best. John C. Bogle: “Simplicity is the master key to financial success." ...

Does Vanguard have a four fund portfolio?

Vanguard moved the portfolio to the Vanguard Four Fund Portfolio of Total Stock, Total International Stock, Total Bond, and Total International Bond. Best. John C. Bogle: “Simplicity is the master key to financial success." Let us know if you get anything other than total market, total bond, total international, total international bond. ...

Is a vanguard account worth it?

The account had enough money to meet the threshold to have a specific advisor assigned to us. This Vanguard account was used to pay monthly bills for her care. We found the service to be worth the .30 charge. Although it is cookie cutter in nature, there is flexibility for some needs specific investing. ...

Does Vanguard offer free portfolio asset allocation consultations?

Many years ago, when I first started using Vanguard, I had my own Flagship representative and had the option of free portfolio asset allocation consultations on a periodic basis. I did it twice, just to see what they would recommend. I received a recommendation for Total Stock Market, Total International Stock, and Total Bond Market both times. ...