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Will Vanguard give basic advice?

Bogleheads • View forum - Investing - Theory, News & General - www.bogleheads.org
Folks

I'm an independent fee-only (no sales) CFP. I get a lot of calls from brokerage "refugees". I always help them set up an account at Vanguard and create the portfolio. I might charge 1.5 hrs for this. I take asset location (what to put in IRA, Roth taxable, etc) into account as well as allocation.

I don't want folks to pay me for something they can get for nothing at Vanguard. Will Vanguard do this? Has anyone received this type of help from them?

Thanks

Kelly
Date: Nov 21, 2016   


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