Quote:
Originally Posted by TwinTurboViper
Always have found help with The Villages people and will try again to get some good advice.
I AM NOT looking for financial advisors but more of trying to find REPUTABLE Firm to handle being "Co Trustee" on my Trust as we have no children and looking for someone that won't rob me blind with fee's as it's just a simple Trust and looking for someone that can distribute and manage Trust after I am gone and/or disabled and cannot do so.
Have been with Fidelity Investments for many years but not happy with their Trust Dept and thought I would compare others...while I can
Appreciate any and all advice. Thank you
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Schwab and Vanguard also have trust depts. I do not think Schwab charges a fee if they are just stand by until you can not perform.