r2i forum

First, Thanks again, you guys are great! [quote=Desi;27524]The mutual funds will have a load of 2% to 3%. Assuming 500K investment that is a cost of 10K to 15K.[/quote] They invest mostly in individual stocks and have hired analysts in many markets within and outside the US. Mutual fund investments ...

Hi Desi: Thanks for the advice. the Bernstein guy quoted 1.85% flat fee for the first 500K and 1.5% for above that. they don't invest in mutual funds or at least in mutual funds with no-loads. they seem to have a good track record for high single digit returns per year even in downturns. I may be ...

Thanks Desi, KRV and all. I guess, I have a lot to chew on. I have had poor experience with me managing my own money. I put money in mutual funds and some stocks suggested by friends. But, due to time-pressure from work and family, never get a chance to watch out for it like probably you guys do ...

We're returning to India in June'07 and have $300K+ from the sale of our home in US and 401(K) savings of $150K+. We are considering taking service of wealth management companies like Bernstein/Merril Lynch. Does anyone have experience or opinions on these? Here's a quick situation: Ages: 38 (My ...