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If he’s fee based, he’s taking 1%. If your portfolio’s projected rate

Return is 7% to 10%, he’s taking 10% to 14% of your growth. That’s steep.

I can see a planner being worth it to educate me on tax issues as I get closer to retirement, but I see no value in having one in my 40s.
[Post edited by RoswellGAHokie at 10/12/2018 10:57AM]

(In response to this post by CochraneResident)

Posted: 10/12/2018 at 10:52AM

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