Vanguard’s advisory service fee drops to 0.20% at $5 million and 0.10% at $10 million, if that helps. We looked at Wedmont and on their site they promote alternatives (private equity and hedge funds) and direct indexing, so a no-go for us.
Statistics: Posted by BetaTracker — Mon Jun 03, 2024 8:22 pm — Replies 4 — Views 247