Author Topic: Vanguard Personal Advisor Select  (Read 684 times)

McDoodles

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Vanguard Personal Advisor Select
« on: March 29, 2023, 01:56:59 PM »
New to the forums. I've been reading  for a little over a year but just signed up today for my first post.

I currently have 95% of my portfolio with Vanguard, in vanguard funds. Is their personal advisor select service worthwhile?

I guess the function I'm most interested in is the Tax Loss Harvesting.  I did it on my own last year and seemed to be successful. It makes me nervous though and probably something I will only do once a year. Would the savings of TLH outweigh the costs of the advisory service?
The other function I'm interested in is the tax effeciency.  I guess I'm looking to make sure I'm as tax effecient as I should be.

Do I sign up, pay the fee or just need to buckle up and take care of it myself?