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by WaxProlix
1611 days ago
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There's Facet Wealth, who will take ~$200/month flat fee up until around 1M AUM (or with extra complexity) to do the same. You get good personal contact on a regular basis, but it feels bad to spend 2400/yr just for "yeah you're on the right track, this is it" every quarter once everything is in the appropriate vanguard target date funds and such. |
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Thanks!