Is My Planner Charging Me Too Much?
Jill on Money with Jill Schlesinger
Audacy
4.6 • 1.9K Ratings
🗓️ 2 July 2019
⏱️ 7 minutes
🧾️ Download transcript
Summary
Is my planner charging me too much in fees? Can I get the same service, or better, for less? Can I do it on my own? These are the questions we get on a weekly basis, with the latest one coming from Troy.
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Transcript
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| 0:00.0 | Welcome to the Jill on Money Call of the Week. |
| 0:06.0 | We are presented by Marcus by Goldman Sachs. |
| 0:09.0 | This is our short little episode where we talk to you |
| 0:12.0 | about issues that are going on in your financial life. |
| 0:15.4 | If you'd like to get on the air with us, just send us an email. |
| 0:18.1 | Ask Jill at Jill onmoney.com or go to the website Jill on Money.com and click on the contact us button. |
| 0:25.0 | That is what Troy did. |
| 0:27.0 | Hello Troy, what can we do for you? |
| 0:30.0 | Well, my wife and I about 10 years ago we signed up with an account manager for our retirement |
| 0:36.6 | funds. |
| 0:38.3 | I worked myself, so I provide my own retirement fund. |
| 0:41.7 | My wife works for a company that does not have a retirement fund. My wife works for a company that does not have a retirement |
| 0:45.0 | fund so we do it ourselves and when we signed up our management fee was 1.25%. |
| 0:52.0 | You know that's a little bit high but I felt fairly comfortable with |
| 0:56.8 | that. Recently it has gone up to 1.35%. How much money do you did you start with when you first had that fee of 1.25%? |
| 1:08.0 | What was the amount of money that was being managed? |
| 1:12.6 | It was about 60 grand. |
| 1:14.5 | Okay. |
| 1:15.6 | How much is with this person now? |
| 1:19.0 | It's about 176. |
| 1:21.5 | Okay. And what is the the nature of the relationship in other words does this part is it a |
| 1:28.8 | guy or a girl so I can stop saying the the non non specific pronoun it's two partners they're actually |
... |
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