[Bness]

Make sure any investment company lives by fiduciary responsibility. They shouldn't be charging you for trades they make. I personally have need using Edelman Financial Engines. Talk to a representative and look at how they make money. If it's a fee based on trades, run. If they lower the fees as your portfolio increases it might be good for you. Make sure anything you does transferable to your heirs. And most importantly, my advise is what you paid for it.