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Going over my life savings and investments with a CFP.
Fortunately, the pros will be taking over from me soon.
Hopefully they are a fee only fiduciary. Don't pay 1+% of your savings to them every year, that's also a dumb mistake.
They charge me less than 1% and typically return 5 to 6% (and minimize taxes).
I would make sure it's a passively managed fund with low expense ratios and little or no fees. An expense ratio of 0.10 or less is pretty common these days.
Thanks. It's still new but I'll keep an eye on it.
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