Old 06-02-2015, 04:49 PM
  #1  
mike734
New boss = Old boss
 
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Joined APC: Mar 2005
Position: Ca B737
Posts: 2,762
Default Financial management/planning at 1% per year.

I'm considering using a CFP with a great deal of experience to manage my "wealth" to prepare for retirement. He will act as a fiduciary and provide financial education in addition to investment management and peace of mind for me and my family. Like a lot of money managers he will charge 1% of money under management for his services.

Do any of you do this and what do you think so far?
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