Most wealth management solutions are BS and rarely outperform the S&P over a long term. Plus they have pretty hefty fees (say 25 bps) in top of any management fees the funds they recommend charge.
Hmm. I am not at a life stage of estate planning so don't know about that. Tax planning ...maybe, but my taxes are more or less straight forward with a single W2 and not much active trading so only 1099s for dividends.
Most wealth management solutions are BS and rarely outperform the S&P over a long term. Plus they have pretty hefty fees (say 25 bps) in top of any management fees the funds they recommend charge.
Well I think most all provide other services like tax advisory, estate planning, etc?
Hmm. I am not at a life stage of estate planning so don't know about that. Tax planning ...maybe, but my taxes are more or less straight forward with a single W2 and not much active trading so only 1099s for dividends.