401K Advisors
02-12-2024, 05:47 PM
#11
Gets Weekends Off
Joined APC: Jun 2015
Posts: 1,641
Originally Posted by DELTAFO
What is Abound Wealth’s fee structure?
Abound Wealth charges a percentage of assets under management (AUM) fee for advisory services.Assets under management isn't what most would consider fee only
https://smartasset.com/financial-adv...ancial-planner
02-13-2024, 04:58 AM
#13
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Joined APC: Oct 2016
Posts: 325
Originally Posted by Planetrain
Fee only is an industry standard term to include AUM.
https://smartasset.com/financial-adv...ancial-planner
https://smartasset.com/financial-adv...ancial-planner
02-13-2024, 08:35 AM
#14
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Joined APC: Aug 2012
Posts: 539
Originally Posted by Nantonaku
You just funnel funds in the 401k to a brokerage and then buy $STRV? Is STRV one of the funds you can auto invest in? The list of funds you can buy on automation seems to be limited.
02-13-2024, 08:52 AM
#15
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Joined APC: Aug 2012
Posts: 539
Originally Posted by captande
All, I’ve reached the point where I feel like I’m missing out trying to just let it stew and sit. I’m in search of an advisor/manager who’ll get in there and do better than I am. Who do you all use, what are their fees and such?
https://www.bogleheads.org/wiki/Three-fund_portfolio
Fidelity has default index equivalents for VXUS & BND, and you can approximate VTI with roughly 85% S&P500 Index and 15% US Small/Mid Index for that slice.
Last edited by Redbird611; 02-13-2024 at 08:57 AM. Reason: Clarity
02-13-2024, 10:53 AM
#16
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Joined APC: Sep 2014
Posts: 824
Originally Posted by Redbird611
Boglehead 3-Fund portfolio: VTI, VXUS, & BND (or mutual fund equivalents) at ratios that make sense to you for risk tolerance and/or home country bias. Job done.
https://www.bogleheads.org/wiki/Three-fund_portfolio
Fidelity has default index equivalents for VXUS & BND, and you can approximate VTI with roughly 85% S&P500 Index and 15% US Small/Mid Index for that slice.
https://www.bogleheads.org/wiki/Three-fund_portfolio
Fidelity has default index equivalents for VXUS & BND, and you can approximate VTI with roughly 85% S&P500 Index and 15% US Small/Mid Index for that slice.
02-13-2024, 11:27 AM
#17
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Joined APC: Apr 2008
Position: DAL FO
Posts: 2,143
Originally Posted by Extenda
I do 50% SP and 50% small/mid with 27 years to go. Reason to weigh S&P so much heavier at 85%? Just curious
02-13-2024, 12:08 PM
#18
Can't abide NAI
Joined APC: Jun 2007
Position: Douglas Aerospace post production Flight Test & Work Around Engineering bulletin dissembler
Posts: 11,989
Want the ten hottest stocks of 2024!?!?
If you want a sure-fire way to get the hottest stocks.
Buy an index fund... they'll be in there.
Buy an index fund... they'll be in there.
02-13-2024, 12:16 PM
#19
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Joined APC: Aug 2012
Posts: 539
Originally Posted by Extenda
I do 50% SP and 50% small/mid with 27 years to go. Reason to weigh S&P so much heavier at 85%? Just curious
02-13-2024, 12:22 PM
#20
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Joined APC: Aug 2012
Posts: 539
Originally Posted by LeineLodge
I used to play this approximation game. Now I use Brokeragelink to buy FSKAX (total market fund) and done. Simpler than trying to keep that other method balanced.
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