Vanguard Personal Advisor Services
Anyone used their services? How are they?
Microsoft idknbd May 31, 2019
It is one of the better options for the price. It isn't too different than what the robo advisors do. Some people just like Vanguard because it is mutually owned
Walmart.com schrutfarm May 31, 2019
Try financial engines advisors. Pretty straight up and know their shit.
I got a free consultation with one of them. They said I would get a dedicated advisor for a fee. The free was strictly ok. After asking some questions gave me generic advise. He tried to sell a diversified portfolio from wealthfront and told to put it in total stock market fund. He didn’t even say why his idea results in better return.
Interesting, mine told me to diversify in international funds. I think it's more to do with the retirement age.