Recently, my Edward Jones broker found another job and moved on. EJ assigned me to another broker, a real young newbie.
Haven't really been impressed with any of the other Edward Jones folks I've been with. This account is my taxable, primarily individual stocks and bonds holdings. Refuse to buy any mutual funds through them, I can do that myself. Last broker that was any good was with Merrill Lynch but once they changed there broker compensation plan in about 2000 pushing % of assets, she started ignoring me.
To get to the point, I'm considering moving my whole account over to Vanguard, Fidelity, or T Rowe Price. I'm also considering slowly liquidiating most individual stock holdings and moving into no-load funds. Have not found a broker since ML that was much good at recommending individual stocks and not inclined to spend much time on my own doing research and monitoring my holdings.
Looking for any feedback or experiences using any of the above companies for brokerage services. FYI, I'm considering moving about $300K, with about $120K of that as capital gains. I (or my wife) already have retirement accounts with each of the three firms, though I'd also like to begin cutting down the number of accounts I have.
Thanks for feedback on any of these firm's brokerage services.
RE2Boys
Haven't really been impressed with any of the other Edward Jones folks I've been with. This account is my taxable, primarily individual stocks and bonds holdings. Refuse to buy any mutual funds through them, I can do that myself. Last broker that was any good was with Merrill Lynch but once they changed there broker compensation plan in about 2000 pushing % of assets, she started ignoring me.
To get to the point, I'm considering moving my whole account over to Vanguard, Fidelity, or T Rowe Price. I'm also considering slowly liquidiating most individual stock holdings and moving into no-load funds. Have not found a broker since ML that was much good at recommending individual stocks and not inclined to spend much time on my own doing research and monitoring my holdings.
Looking for any feedback or experiences using any of the above companies for brokerage services. FYI, I'm considering moving about $300K, with about $120K of that as capital gains. I (or my wife) already have retirement accounts with each of the three firms, though I'd also like to begin cutting down the number of accounts I have.
Thanks for feedback on any of these firm's brokerage services.
RE2Boys