Numbers don't seem to add up. Based on your charges/fund %s I calc you portfolio anywhere from $1.2M to $2.5M.
And ~$1000 in fees a year to manage that is puny.
MichaelM24 wrote:Wow does that guy live in a bubble?
When you think being in the top 12.5% of the richest country ever is "modestly well off" you may be out of touch.