Who helps you with your investments?

Pick the company on your statements. Most advisors charge a yearly percentage of your money, and most people have never been told the number. We will start from what that company usually charges, and you can change it if you know yours.

Edward JonesUsually about 1.35% a yearAmeriprise FinancialUsually about 1.10% a yearMerrill Lynch / Bank of AmericaUsually about 1.10% a yearMorgan StanleyUsually about 1.10% a yearWells Fargo AdvisorsUsually about 1.10% a yearUBSUsually about 1.10% a yearRaymond JamesUsually about 1.15% a yearLPL FinancialUsually about 1.10% a yearNorthwestern MutualUsually about 1.25% a yearFidelity Wealth ManagementUsually about 1.00% a yearSchwab Wealth AdvisoryUsually about 0.80% a yearVanguard Personal AdvisorUsually about 0.30% a yearJ.P. Morgan / ChaseUsually about 1.00% a yearFisher InvestmentsUsually about 1.25% a yearEmpower (formerly Personal Capital)Usually about 0.89% a yearPrimericaCommissions, not a yearly feeThriventUsually about 1.00% a yearEquitable, New York Life, MassMutual, or another insurance companyUsually about 1.15% a yearStifel, Baird, RBC, Janney, or another regional brokerageUsually about 1.15% a yearAn independent advisor (RIA)Usually about 1.00% a yearBettermentUsually about 0.25% a yearWealthfrontUsually about 0.25% a yearFacet or another flat-fee plannerAbout $2,400 a yearNobody, I manage it myselfNo feeI'm not sure who manages itUsually about 1.00% a year

Tally

Tally is an educational tool, not investment advice. Expense ratios and loads come from fund prospectuses filed with the SEC and a curated seed list; every figure shows its source and filing date. Past performance does not predict future returns, and projections are illustrations under the assumptions you choose. How Tally makes money.