Search found 9 matches

by Klaxton
Wed Nov 28, 2018 10:45 am
Forum: Investing - Theory, News & General
Topic: Fisher Investments - Help a family member leave
Replies: 28
Views: 3041

Re: Fisher Investments - Help a family member leave

Fisher is a fiduciary and only charges a flat fee based on assets under management. They charge no other fees, so that question won't elicit the response you anticipate. Their flat fee is pretty healthy, however. WRONG. Fisher, thru their "custodians such as T. Rowe or Fidelity or America Funds, ch...
by Klaxton
Sun Nov 11, 2018 10:36 am
Forum: Personal Investments
Topic: E. Jones/Vanguard and now Fisher Investments
Replies: 44
Views: 7750

Re: E. Jones/Vanguard and now Fisher Investments

OK then: I got into the "frying pan' with a FI representative (a Vice President BTW and an RIA although I did not ask for proof). Here is quick summary: 1. The 'AUM' or what I call a 'wrap fee' is 1.25% Wow! 2. FI would select a sole 'Custodian' such as a T Rowe Price,schwab or Fidelity. I would get...
by Klaxton
Tue Nov 06, 2018 10:05 pm
Forum: Personal Investments
Topic: E. Jones/Vanguard and now Fisher Investments
Replies: 44
Views: 7750

Re: E. Jones/Vanguard and now Fisher Investments

Thanks everyone for your respected advice. Quite a range of advice from being in the 'frying pan' to faux recording the conversation to specific advice. I have cut and pasted all of your comments and will develop a question checklist, that is IF I have the meeting. I responded to a phone call and ag...
by Klaxton
Sun Nov 04, 2018 7:23 pm
Forum: Personal Investments
Topic: E. Jones/Vanguard and now Fisher Investments
Replies: 44
Views: 7750

E. Jones/Vanguard and now Fisher Investments

I am age 75, no spouse, retired and have a portfolio of about $1.3 million 95% of which is with Edward Jones. This year I expect my EJ "fees and charges" to be about $14,500. With EJ, I have five accounts including an IRA and a Roth IRA plus one annuity which has a CDSC (Contingent Deferred Sales Ch...
by Klaxton
Sat Sep 15, 2018 5:56 pm
Forum: Personal Consumer Issues
Topic: Any reasons to not put money down for a Tesla Model 3?
Replies: 62
Views: 5641

Re: Any reasons to not put money down for a Tesla Model 3?

Quick answers: 1. The car will only be as good as the company building it. (keep an eye on the company) 2. Tesla is a new car company and not fully experienced in the manufacture or marketing of cars. 3. In the early history of car manufacturing there were literally hundreds of car manufacturers. On...
by Klaxton
Wed Feb 14, 2018 12:06 pm
Forum: Personal Consumer Issues
Topic: Vanguard Golf Balls
Replies: 15
Views: 2043

Re: Vanguard Golf Balls

Ask Vanguard?
by Klaxton
Mon Jan 08, 2018 9:45 am
Forum: Personal Finance (Not Investing)
Topic: Using Vanguard’s advisors
Replies: 73
Views: 12704

Re: Using Vanguard’s advisors

I'm really shocked about them only using average cost... unless it's for VG funds that are so old that that is all they have available. They were both covered and non-covered shares. By using average cost they don't have to worry about the nitty gritty detail about which shares to sell in a taxable...
by Klaxton
Mon Jan 08, 2018 9:27 am
Forum: Personal Consumer Issues
Topic: What non fiction book will you be reading in 2019?
Replies: 198
Views: 18988

Re: What non fiction book will you be reading in 2018?

Writer, Soldier, Sailor, Spy - Ernest Hemingway's Secret Adventures - 1935-1961 © 2017. (Nicholas Reynolds) More of an historical biography but reads like a fictional spy novel.
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by Klaxton
Sun Jan 07, 2018 12:07 pm
Forum: Personal Investments
Topic: Which advisor?
Replies: 12
Views: 1302

Which advisor?

I currently have 90% (about 1.4MM) of my investments with E. Jones and want to compare costs, fees with and services with Edelman Financial and Vanguard. I have a telephone appointment with Vanguard coming up to review what they have to offer. I will be quizzing them on their 'total' advice. So far,...