I am interested in hearing from anyone who has had experiences -- good, modest, bad -- investing with USAA with the assistance of one of their financial planners / advisers. They offer various plans, for instance a 6-month plan after which you can keep the planner on in a retainer relationship. I am embarking on doing this... investing in non-USAA funds along with some USAA bond funds. After setting up the positions I can $-cost-average in without paying additional fees. Not sure how I'd invest money over and above the set monthly amount.
Thanks, John.
