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I have about 500k retirement plan investments in a managed portfolio of Asset Allocation funds with a fee only company. The transactions are carried out by Charles Scwabb in an instituitional account. Since there are some Asian funds in the mix, the investment results have not been as spectacular this past year. Over the past several years the return has been about 8.5% as expected in a moderate risk portfolio. My accountant who has recently added on Estate Planning, Investment Advice and Insurance Sales, wants me to switch my funds with his company. Being my tax-preparer he knows all the ins and outs of my financial holdings. Is it a good idea? I am being cautious.
Thanks for your comments.
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