Quote:
Originally Posted by cab1948
I have checked previous threads on Fross and Fross Investment Firm. There is some positive and negative info. My husband and I have a firm in Massachusetts who currently handle our funds. We would prefer to have someone local handle it for us. We talked with Fross and Fross and had decided to go with them but our current advisor told us that he looked into their firm and warned us against them. He said that no one there was designated as a Certified Financial Planner and their really employed by SII Investments. They never mentioned anything about selling us annuities, like some people have said. We are confused. If your with Fross are you happy? Any info would be appreciated.
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I use Interactive Brokers and they are excellent and cheap although they don't offer advice. I have set my account up as follows and it generates an excellent income stream and I think is conservative.
10% cash
10% acg
10% vti
10% fam
10% pff
10% awf
10% lqd
10% pcef
10% dia
10% nma
I reinvest dividends to keep these balances. IB charges .05 per share traded