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Invest

Two Ways to really Invest


DO-IT-YOURSELF SIMPLE FIDELITY, SCHWAb or Vanguard DIY PORTFOLIo

Pros:

No-Load
Low Fund Fees
Decent Diversification
Imprecise Allocation
No Advisor Fee

Cons:

DIY Manual Rebalancing 
No Ongoing Advice 

Pro Guidance - less than $250,000 to invest

Pros:

No-Load
Low Fund Fees
More Diversification
Risk-Based Allocation
Automatic Rebalancing
Ongoing Professional Advice

Cons:

Personal Portfolio Advisory Fee

PRO GUIDANCE - more THAN $250,000 TO INVEST

Pros:

No-Load
Low Fund Fees
Most Diversification 
Risk-Based Personal Allocation
Automatic Rebalancing
Ongoing Professional Advice

Cons:

Personal Wealth Management Fee