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by calkid
Fri Oct 06, 2017 2:52 pm
Forum: Investing - Help with Personal Investments
Topic: Trying to convince my sister not to use a financial advisor
Replies: 59
Views: 4402

Re: Trying to convince my sister not to use a financial advisor

Yes, Vanguard Personal Advisory Services (minimum investment $50,000 - a kind of "robo-advisor" with CFPs involved) is a low-cost alternative and will put a financial plan together for your sister for free and then if she decides to invest in the portfolio they recommend, her costs are only the low ...