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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: newfydog   😊 😞
Number: of 15053 
Subject: Re: OT April inflation culprit
Date: 05/15/2024 12:33 AM
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No. of Recommendations: 29
I took over the account of my mother in law when I saw the huge fees she was paying for a financial advisor. I fired the thief, and put her in a Vanguard managed account which was great for low fees, a trusted advisor, and a layer of separation from me. I was worried the heirs would assume something nefarious on my part but when she passed away the numbers made me a clear hero.

2% fees on a S&P index fund. $1500 to prepare a pie chart of allocations. It ought to be illegal to treat a little old lady like that.
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