The Motley Fool Discussion Boards

Previous Page

Investing/Strategies / Retirement Investing

URL:  https://boards.fool.com/ideally-both-would-come-up-with-the-same-23364560.aspx

Subject:  Re: Retirement Plan - Which Way To Go? Date:  11/30/2005  5:58 PM
Author:  yakers Number:  48529 of 96158

Ideally both would come up with the same recommendations but I doubt it. A$4K is a pretty big price for a plan but if you have a substantial portfolio then a full service brokerage may end up costing even more. If I didn't have to actually pay for it this would be a marvelous test, to see the recommendations of both, do they recommend no load, no fee funds, indexes or specific stocks/bonds? Would they come up with the same asset allocation?
I tend to favor the fee only advisors over full cost brokerages but I prefer to manage my own assets even more. I paid for a financial plan 25 years ago when I needed one and it was good for me at the time. I was financially clueless and it turns out the funds were OK in retrospect but not what I would choose now.

Copyright 1996-2019 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us