For business and personal, I've been with Wells Fargo for 30 years. I had their Private Banking division, Investment Advisors review my investments for free. (The wanted to sell me their investment services & charge me 1%).
They came back with minor changes/recommendations (I'm too heavy into equities), but said overall........wouldn't change a thing. This was a good exercise and confirmation. I hold my investments in Wells Trade, the account is free and I get 100 trades per year, per account FREE. I do use a Wells Fargo broker once a year for a trade, costs me a few hundred, but I get all their investment advise, they review my portfolio and I get free seminars.
Works for me.
|