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[TSP_Strategy] Paid advisory services

 

I decided to take the plunge and invest some of my portfolio in managed plans. I put a portion in Personal Capital, some in Betterment, had a Vanguard account and retained a portion in TSP. I am already retired so I have a modestly conservative approach targeting 70-85% equities. I typically have 15-30% of my TSP in G fund, so I have not been a strict follower of TSP_Strategy. 
Personal Capital charges me 0.79%
Betterment charges 0.25 % on amounts over $10,000
The Vanguard was invested in 2 mid/small value funds

The market has only moved one direction the last 300 days, so this doesn't tell a complete story, but I thought some of you might be interested.

The dates correlate to when I opened the last account. My TSP return for all of 2017 was 14.57%

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Posted by: Doug Peterson <dpatd10@gmail.com>
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Neither the TSP Strategy group, nor individual members, are licensed or authorized to provide investment advice. Any statements made herein merely reflect the personal opinions of the individual group member. Please make your own investment decisions based upon your personal circumstances.

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