Okay, I get how the percentages work but what are they applied to? Does that include my workplace retirement account?
We include all accounts that Your Best Path Financial Planning manages for you directly through our custodian, Altruist. This typically includes taxable brokerage accounts, trusts, and IRAs. We typically exclude 401(k)s at your current employer and 529s but will still advise on those even if we can’t manage them for you.