AboutJohn D Smith, CFP Expertise I can answer detailed questions regarding mutual fund investing, retirement planning, education planning and related financial planning/investment issues. I have a B.S. degree in Financial Planning & Counseling. I am also a Certified Financial Planner practitioner and have performed fee only investment management and financial planning services for the past 11 years.
Question which is a betterinvestment, I have A funds in my portfolio, I was told I would do better transfering my portfolio to a managed fund of D shares. The fee for the managed fund would be 1%of investments, I'm in a moderate portfolio with a 70.. 30 in investments. My portfolio is primeraly income and growth. My question is would I benefit changing to a managed account. or stay where I am? any advice would be greatly appreaciated
Answer The answer to this question depends on the quality of advice you would be getting from the managed account vs how well you do managing the investments on your own. Unfortunately, without knowing the answer to this question, I cannot prudently offer advice. Sorry I could not be of further assistance.
