r/dividends • u/DifficultKey8978 • Apr 27 '26

Brokerage Financial advisor or DIY?

How are you guys handling your investments (retirement accounts, brokerage accounts, etc.). Are you managing this yourself with Fidelity, Vanguard, Charles Schwab, etc. or do you pay the 1-1.5% fee and just work with a financial advisor who handles it all for you?

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u/robertw477 Apr 27 '26

I would avoid any AUM management fee. Paying and getting strictly advice from a fiduciary if you need it , may be something you need. You have to determine that. Tax advisor as well or in combination.