What does the 1% AUM provide? Is it just investment advice, or does it include other aspects such as retirement planning, tax planning etc? Also how old are you? I am using planvision right now because it is inexpensive ($299 first year and under $100 per year after) and I like to do things myself. But when I become more senile, I may use a more comprehensive advisor.
Statistics: Posted by student — Tue Aug 13, 2024 2:34 pm