Hey guys,
This is probably a stupid question but I’ve had a financial advisor who’s been investing for me and has done an okay job (rarely beats the market though and charges me .65%). The only real benefit was he was able to help me do margin loans for relatively cheap when I had some opportunity arise (market rate +1.5-2%)
I want to take the steps to manage my own portfolio into a low cost etf (VOO or VTI etc). What steps would I need to take to transfer everything he’s invested in currently into my etfs of choice without any or little tax burden?
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