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Ask an Advisor: I Pay a 0.75% Fee on $1.5M Invested. Am I Getting a Fair Deal?
Yahoo Finance· 2025-09-11 01:00
I’m trying to nail down what metrics I should use to evaluate how well my retirement account is being managed. I’ve vetted the company that “actively” manages my account. I have $1.5 million invested in a 50/50 mix of stocks and bonds and pay a 0.75% management fee. I would like to know if I’m getting the best bang for my buck. -Chris To know what metrics to track, you first need to consider what you’re expecting from the company managing your account and what they say they provide you. Ultimately, whether ...