Mutual Fund Fee Question Part 2

You will need to find someone to work with who can help you make investment decisions. If your plan is to invest on your own, then there is another whole set of issues to consider.

For now, I suggest that you write down what you would like in the form of service and fee structure so that when you go talk to advisors you get what you want. Remember this is how they earn their income so don't expect them to do the work for nothing. They have flexibility in how they charge so talk to as many people as necessary until you find someone who will help you in the way that works for what you need done.

Copyright© 2006 Tracy Piercy, CFP
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