Quote:
Originally Posted by rjm1cc
I have look at their site for a few minutes and then moved on. Disliked fees, liked investment policy.
What problem are you trying to solve. Schwab and Vanguard will give you lower costs.
|
------------------------------------------------
I agree with the Fee's and I am using "Vanguard" and I apologize for not making myself clear. I am looking for a "Successor Trustee" and hope I have picked a good company to handle my Trust ...after I am gone.
I don't like the idea of 0.015 % fee but I am told that this is usually fee customary for a corporate Trustee to handle a Trust. Until I am no longer able to handle my investments then I am holding off letting them charge the fee. I just want to know if anyone knows of anything I need to know....