Mutual Funds vs. Managed Accounts



A caller asks about an advisor’s proposal to shift his investments from a portfolio of mutual funds and exchange-traded funds (ETFs) to a managed account where individual stocks and bonds are purchased. The advisor says that owning individual assets will cost less than the mutual funds and ETFs. Edelman Financial’s Brandon Corso and Isabel Barrow discuss whether that’s true and the pros and cons of managed accounts.

If you have questions about managing accounts or your portfolio, talk with an Edelman Financial Planner.

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