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REDDIT

Stay With Financial Advisor or go it Alone?

S
Feb 13, 2025 · 05:38

Hello! I'm currently debating on if I should stay with my Financial Advisor and the portfolio they made, or get my money back from them and go it alone. I know the general opinion on Reddit is to just do the investing yourself saving the fees advisors charge, which has been a big motivator in this, but I also wanted to see what you guys think about the portfolio they made and if I should emulate something like that or start over completely. For some stats, currently 22 and have about $58,000 in investments.

Current Financial Advisor Made Portfolio:

\- Fidelity Global Ex U.S. Index Fund (FSGGX) = 23.38%

\- Fidelity Large-Cap Growth Index (FSPGX) = 32.62%

\- Fidelity Large-Cap Value Index (FLCOX) = 31.08%

\- Fidelity Mid-Cap Index Fund (FSMDX) = 7.96%

\- Fidelity Small-Cap Index Fund (FSSNX) = 3.95%

\- 1% taken as Advisor Fees


Potential New Portfolio:

\- Vanguard S&P 500 ETF (VOO) OR Vanguard Total Stock Market Index ETF (VTI) = 100%

\- Future contributions would go to diversifying, just wanted to get VOO/VTI down as a base, and then get into some international and small or mid cap as the money comes up.


Thanks! Let me know what you guys think!