Relatively new in the world of investing and have recently moved all my funds to low cost Vanguard index funds. However, I've been reading a little more about DFA and was curious people's perspectives for those who have used it. The recent podcasts that I've listened to seem to state they were superior to Vanguard.
1-Most importantly, do their funds outperform Vanguard? Do they outperform after we consider fees that we pay their advisors?
2-What types of fees do most of their advisors charge, and does it vary amongst advisors or are they mandated to charge a certain %AUM.
3-Is their "advantage" over Vanguard that they place a higher premium on value and small cap funds?
4-Has anybody used them and wouldn't mind sharing a sample portfolio they gave them...ration of Large to small cap, value to growth, domestic to international specifically.
5-Most of my money is in tax advantaged accounts as I'm relatively young, but when does it not make sense to make the switch (considering tax implications with selling).
6-Is the overall impression that beyond just their affiliation with DFA, do the advisors provide quality advice such as estate planning, roth conversions, etc...
Thanks.
1-Most importantly, do their funds outperform Vanguard? Do they outperform after we consider fees that we pay their advisors?
2-What types of fees do most of their advisors charge, and does it vary amongst advisors or are they mandated to charge a certain %AUM.
3-Is their "advantage" over Vanguard that they place a higher premium on value and small cap funds?
4-Has anybody used them and wouldn't mind sharing a sample portfolio they gave them...ration of Large to small cap, value to growth, domestic to international specifically.
5-Most of my money is in tax advantaged accounts as I'm relatively young, but when does it not make sense to make the switch (considering tax implications with selling).
6-Is the overall impression that beyond just their affiliation with DFA, do the advisors provide quality advice such as estate planning, roth conversions, etc...
Thanks.
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