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I recently received a pamphlet in mail from Vanguard, that I am eligible for CFP services at a reduced price. I've never had a portfolio review as I've done all my own investing. Do they only recommend Vanguard funds and is the service worth the extra costs? Thanks, John Go Redbirds and Orioles
I would guess so. Frankly, if you want to accept advice from Vanguard, best you do it for their OWN funds. They do offer an NTF brokerage, but I doubt they are doing it for any other reason other than a convenience to their clients.
Comments
Regards,
Ted
http://www.latimes.com/business/la-fi-mfq-financial-planners-20121007,0,2512422,print.story