▲ 2 r/Bogleheads
Seeking Boglehead adjacent advice
If you were to inherit a portion of a managed portfolio in various Mutual funds and some individual stocks, who would you hire to advise you how or actually do the work to unwind those investments and turn them into index funds? The intention is to keep the most money after taxes, and possibly fees. Especially if you don't trust the current managers?
u/summerhoney — 1 day ago