...Cost is around 1% of annual balance....For this amount of money I doubt they will just be rebalancing your portfolio between a few low cost index funds so you could expect to add on at least another 1% (and possibly much more) in trading costs, higher mutual fund fees, or hidden expenses. In addition if this is in a taxable account, every time they get you to do a trade you may have to also pay capital gains taxes. The math gets funny with the way that compounding works, but if you paid them 1% per year for 10 years, then that ends up being something like 10% of your money.Greg
Best Of |
Favorites & Replies |
Start a New Board |
My Fool |
BATS data provided in real-time. NYSE, NASDAQ and NYSEMKT data delayed 15 minutes.
Real-Time prices provided by BATS. Market data provided by Interactive Data.
Company fundamental data provided by Morningstar. Earnings Estimates, Analyst Ra