Will Vanguard give basic advice?
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?
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