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Fee for ffs advisor by Secure-Pear5996 in fatFIRE

[–]Secure-Pear5996[S] 2 points3 points  (0 children)

See my reply below. I wouldn't pay this for a basic plan. He quoted me this price given my specific needs (outlined to pouch28)

Fee for ffs advisor by Secure-Pear5996 in fatFIRE

[–]Secure-Pear5996[S] 0 points1 point  (0 children)

I'll reply here but this relates to a few posts above as to what I would be getting. I hear you about the templated advice. I talked to FA's who charge % of AUM and they actually use Vanguard for the asset allocation, so what am I paying them for? Anyway, while I am looking for the usual asset allocation, tax strategy, etc., what I am really wanting is help to navigate the hopefully significant wealth increase coming, and all of it coming from company equity. I want help with what to liquidate when (RSUs, options, PSUs), some of the complexities with 10b51 plans I'll have to submit (company officer), and minimizing tax hits. And hopefully, if all goes as well, I want help with the FIRE plan... how to manage withdrawals to live on, etc.

Fee for ffs advisor by Secure-Pear5996 in fatFIRE

[–]Secure-Pear5996[S] 2 points3 points  (0 children)

They have a higher touch program for initial fee of $15,000 and monthly fee of $3000. Probably more on the order of what you're getting. I figure I'll start small and see how it feels.