Very good benefits, good work life balance, great place to start a career a learn.
For a company in the financial services industry, pay is very low compared to others in this sector. There’s no financial incentives to stay here once you attain a senior job level as the company’s bonus programs do not take number of years at the company into account.
I was a happy Vanguard user for years, then jumped Betterment a couple of years ago. Now, I’m having reservations. Other than Tax Loss Harvesting, I can’t see how Betterment is better. I can’t see how Wealthfront is any better either. Am I missing something? The main thing the Robo-Advisors seem to...Read more
Have you used personal advisor services from vanguard? What is your experience? Is it worth the 0.3% management fee? Thanks!
Looking over vanguard site and seems like they do take min $50k of investments managed by personal advisor. Anyone with experience working with them? Would you suggest to consider this as a option to learn and manage portfolio in a season like we are in? #money #investments #401k
Is it worth it? Would like to hear from you if you have used this Vanguard service. I am an experienced investor; have Schwab intelligent portfolios for over 5 years. Have my own opinion about Robo advisors in general. But, keen to hear from the community. #personalfinance #investments
I keep getting emails about it and wondering it is something worth looking into? I am a newbie investing so automated tools sound good since I won’t be paying attention every day or able to make quick changes. Any thoughts would be appreciated! TC 180
I am currently enrolled in personal capital's financial assistance, where the annual fee is 0.89%. I have been using them for the last 2.5 years. Although I get personal finance assistance, 0.89% is a high fees. I looked into Vanguard's robo advisor as a lower cost option. Do you guys have experienc...Read more
Is anyone in the position to take retirement distributions from vanguard? Are you using the personal advisor services and do you feel that the amount they told you you could take out each month is right
Has anyone seen substantial returns by leveraging investment advisors? Started trading in Robinhood with an investment of $22K. Made $5.7K in profits. Should I continue with this or is it worth having a personal investment advisor (from Vanguard/E trade etc.) who can maximize the returns? #investm...Read more
I use Vanguard for a brokerage account and Wealthfront for my Roth IRA, but looking for new advisors (to combine assets). What’s your favorite and why? Thanks Blind! YOE: 5 TC: 350K
Household TC is $600k. We just put all of our savings into index funds with Vanguard. We also own two investment homes we rent out. What would a financial advisor do for us that we can't easily do for ourselves? #
I have been very bad at managing personal finances. But I want to change that. I was thinking of getting a personal finance advisor who can tailor something for my needs. I have done some prelim research. I have heard good things about Vanguard financial advisors. But these are not dedicated adviso...Read more
I am considering to open a/c with Vanguard to manage my portfolio around 100k. They charge 0.3% annually. Has anyone used this? Would you recommend? I chose Vanguard because of wide variety of funds available. Also, earlier I was thinking to buy home or rental property instead, but I feel I lost op...Read more
Looking for feedback on my medium-low risk portfolio for the next 4-5 years pls: 60% VOO (Vanguard S&P 500) 30% VOT (US mid cap growth) 10% Crypto (BTC/ETH 50-50) Why speak to financial advisors when you have such an expert community here on Blind. Merry Christmas #personalfinance #investments...Read more
I have around $200k in cash, but lack the knowledge and risk appetite to do my own investing in the stock market. Also, I have other important things to keep my mind occupied. Where can I find a great stock market advisor who can invest money on my behalf. I have brokerage accounts with Chase and ...Read more
Does anyone have experience with Facet Wealth financial advisors? Their standard package amounts to 2.6% of the assets that they would be managing for me. I know their services are more comprehensive than asset management but it is still far above 0.25-0.40% rates from robo-advisors and the Vanguar...Read more
I have been struggling with the decision to get a financial advisor for almost 6 months to a year now. I don’t really know if I really need a financial advisor or not but overtime I would expect that I would want some kind of tax strategy or general advice on market conditions and investments in the...Read more
Has anyone tried M1finance? They are a free robo-advisor / brokerage combo, but they only allow ETFs? I have a couple of Vanguard mutual funds, but in addition to them, i’m thinking of opening an ETF account in M1finance. Did anyone have any experience using it?
Is it a good idea to put all the money in ETFS?? I tried to cover all the sectors. Below is my portfolio, please let me know if I should add or remove any of it. This is not a financial advisor forum , but I cannot get advice from a wider audience than Blind. SPY: 20% QQQ: 20% Vanguard FTSE dev...Read more