[RWebb]

I'll be the 3rd person to say you'd better have a very good reason to not just go with 2-3 low cost index funds.

E Jones is pitched as a small town type investment advisory firm. I dunno their performance, but I DO KNOW that over ~~10 years their performance will revert to the mean.

also, 1% is not huge off the top of a stock fund; it will kill bond fund returns however.

The real issue is whether 1% is a fair amount to pay for psychological comfort....