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Recently left fiduciary, heavily invested in institutional funds (DGEIX/DREIX), help needed to compare performance vs similar retail funds
Recently left fiduciary, heavily invested in institutional funds (DGEIX/DREIX), help needed to compare performance vs similar retail funds I recently moved on from a fiduciary service that was charging me roughly 1% on the money they managed for me (including my 401k). This was obviously a lot of money, and even though it came with other services, I figure I can probably do an equivalent job if I do some of the work myself and reach out to a lump sum fee fiduciary as a way to "audi...
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