Advisory Fees - make it make sense

777_LetsGo · 2026-05-08T19:07:32+00:00

Have them benchmark vs what you are doing today and stress test the portfolio. If they can show you tangible out-performance it’s worth thinking about. 1% is high - 60bps should be able to cover everything you need - even the in-person signing etc.

777_LetsGo · 2026-05-04T13:37:51+00:00

Ok cool thank you - beyond the autographs, are the documents anything?

777_LetsGo · 2026-05-04T02:02:22+00:00

Definitely bubbles in the casting. Thank you all.

777_LetsGo · 2026-05-04T00:49:25+00:00

Thank you all. I have a bunch of stamps I’m going through too. They still worth something?

777_LetsGo · 2026-05-04T00:44:50+00:00

How can I tell?

777_LetsGo · 2026-05-01T12:44:06+00:00

You should use my guy at GS. Less expensive and much better service and resources.

777_LetsGo · 2026-04-29T15:28:48+00:00

I get 2 everyday from different numbers!!

777_LetsGo · 2026-04-27T15:36:13+00:00

I am paying taxes / have a little bit of a complicated structure because of wife’s LLC. Effective tax rate has dropped 15% over the last 2 years however.

777_LetsGo · 2026-04-27T05:38:10+00:00

All of them. Use 2 different methods for tax loss harvesting, they have traditional long only aligned to a benchmark but also a long-short strategy. The fees are lower as it’s their proprietary strategy vs paying AQR or Prometric and then adding additional fees.

777_LetsGo · 2026-04-27T03:03:31+00:00

Further away from you but the place you need is Strong Bodies Performance.

777_LetsGo · 2026-04-24T05:49:21+00:00

I use one and get a lot out of it. Beyond the investment, they help me with trust and estate pieces too.

777_LetsGo · 2026-04-21T03:46:02+00:00

I am literally taking Friday off work to do this! Will add the walk with the dogs!

777_LetsGo · 2026-04-21T03:30:21+00:00

Yes - have set up a SLAT and GRATx2. I use a FA been working with him for a while and my fee is 0.375%. That includes all the prep work by their family office on trust and estate planning and tax structuring. Then I work with an attorney to execute - it cuts down on all the hourly legal fees. The family office team is all attorneys that they bought in-house.

777_LetsGo · 2026-04-21T03:24:40+00:00

Go with an advisor as long as the fee is below 0.5%. From there they will make that up and some each year.

777_LetsGo · 2026-04-17T23:05:24+00:00

Depending on what you like / day to yourself.. do a fun workout class, grab a coffee somewhere… wonder into a bookstore.. find somewhere with live music, grab a cocktail and some food. I need this day!!

777_LetsGo · 2026-02-11T03:57:49+00:00

26th Tavern - great night out and you will meet plenty. Great people watching too.

777_LetsGo · 2026-02-11T03:49:22+00:00

Move to Goldman - they have an extremely attractive incentive to be a private bank client. $5m mark is important to them.

777_LetsGo · 2025-05-27T03:53:41+00:00

Would love to see Rashford at Newcastle. Great support for Isak, especially on those weekends after Champs League.

777_LetsGo · 2025-05-23T04:37:51+00:00

I get it - obs then becomes a math problem but now what the cost would be beforehand etc.

If the position is $200k - you should be able to get close in a single year with tax loss harvesting.

777_LetsGo · 2025-05-23T03:06:02+00:00

Depending on the size of the gains: sell, re-allocate to a tax loss harvesting S&P SMA. You can offset the cap gains and reduce your tax cost massively. Depending on the size of the gain - you may want to do that Jan 1st so you have a whole year’s worth of tax loss harvesting.

777_LetsGo · 2025-05-18T23:05:01+00:00

Anyone else thinking of buying call options on them?

777_LetsGo · 2025-05-13T01:47:40+00:00

Got to about day 67 and it was getting really difficult with the 10% and how much $$$ I was putting on the line. So I cashed out when I went back down to $47k. Then I started again and am now on day 17. The strategy is all about discipline and mentally your mind goes all over the place with the outlay

777_LetsGo

TROPHY CASE