Financial Planner’s Approach to Investment Selections for ...

These include screens for “institutional,” “qualified access,” and “closed” funds, as well as availability in a low cost brokerage fund account, such as Schwab or Vanguard. Vanguard’s brokerage accounts offer 2,600 non-Vanguard funds from over 300 fund families, 900 of which are available without transaction fees. Therefore, very few of the funds that passes all of the other ... ................
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