No. of Recommendations: 1
MurrayS asks,

In fact, it looks like you'd do better than the S&P by paying the 1% fee and going with less than 70% bonds, or am I missing something?

Yes. The stock portion of the portfolio isn't invested in the S&P500. (Click on the "Data Source" link for details.) You could substantially duplicate that allocation with Vanguard funds for a lot less than a 1% fee.

It's not uncommon for financial advisors to provide apples vs. oranges comparisons to justify high fees.

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