When You Do—and Don’t—Need a Pro to Manage Your Money
Q: “At what net worth should I consider getting a money manager?”
A: There is no magic number for when you need help. Similarly, you don’t have to wait for your net worth to hit a certain mark to seek out the services of a pro…MSNM
I go the index funds (Vanguard and USAA) route with a mix of 401ks from former employees and individual stocks that I have purchased over the years. I manage my own portfolio but I am eyeing the Vanguard Personal Advisor Services program that is piloting right now.