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Originally Posted by BrokeMyCar
Thanks guys - they did mention that we'd have access to thousands of mutual funds, not just theirs (Bear Sterns). So is 2% high-end? Is a financial advisor the right person for helping us do this, or should we be looking for a CPA?
We really need someone to help us take stock of what we have, what we should be aiming for house-wise, and what sorts of gotchas we haven't thought of.
Babak
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They still may make a cut when you buy other funds. Ask the advisor of they are a fiduciary.
It's only my opinion, but I think 2 points is high. You might consider consulting with a CFA on an hourly basis.
2¢