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I am dumping my financial advisor and taking it on myself. Both firms (Fidelity and Vanguard) look solid with a good number of funds offered. Looking for input to help pick one. Total to be invested $2,200,000 in IRA's and savings.
why not split it. I favor fidelity but I do have vanguard accounts to. if you move money into fidelity be sure to google promotions. it is never on their website but they offer some decent cash bonus's for new money.
I put $100K in a Fidelity Account and got 50,000 American Frequent Flyer Miles and used those miles for a RT ticket to Rome Italy which would have cost $1300.00
they also give you a 100 dollar visa gift card for referrals who move money over . got 3 of them last year.
i should have got that for my brother.
i am very happy with fidelity. one problem is that i have limited experience to compare with others. i love their web site and online tools. i more than love their performance feature where you can see you returns every month since the beginning. that very feature is a huge thing that would keep me from considering moving my money. i dont know if vanguard has that. if they dont and i was starting today, id probably start with vanguard. i believe that would give me access to more of their products at even lower fees. but i do currently invest in mainly fidelity funds and im satisfied, so i dont think id switch.
I have used fidelity for 27 years now. 90 % of my investments are fidelity funds . I keep about 10% at vanguard .
I am a private access client with fidelity.
they threw a great dinner for us last year. steak and wine and nooooo sales pitches at all. very nicely done. I get a nice yearly retirement report worked up that is more detailed than the on line one.
i want some free dinner. do you need to pay them to manage your money? i keep almost all my money with them but i have no interest in paying them to manage my money (above the fees in their funds).
they threw a great dinner for us last year. steak and wine and nooooo sales pitches at all. very nicely done. I get a nice yearly retirement report worked up that is more detailed than the on line one.
i want some free dinner. do you need to pay them to manage your money? i keep almost all my money with them but i have no interest in paying them to manage my money (above the fees in their funds).
they do not manage my funds . you do need to be a private access client for all the extra perks. there is a 1 million dollar min.
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