Although I have always managed our assets, you can’t go wrong with one of the mega brokerages like Vanguard or Fidelity. If you want investment advice, at Vanguard you can speak to a Certified Financial Planner (CFP) as often as you please and pay a small 0.3% AUM fee. Their expense ratios ore among the lowest on the planet and, therefore, you will keep more of your returns.
Why would anyone hire a micro firm? It must be the sales pitch. Their expenses are likely to be substantially higher and will probably suggest high-commission products you don’t need. If you feel you need an in-person experience, then Fidelity has offices in TV.
|