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Old 10-13-2014, 09:46 AM   #21
Recycles dryer sheets
 
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Originally Posted by frayne View Post
In other words, if you have it, they want it.
Just last week, I went to the local Schwab office and opened a brokerage and checking account. I'm thinking of consolidating my taxable money there (all of our retirement accounts are at Vanguard).

I was pretty impressed with the CFP that helped me open the accounts. Seemed to be pretty sharp, had a MBA, etc. In other words, not your usual Ameriprise/Edward Jones type of financial advisor. Still, when I told him I only had about $180K that I was wanting to bring over, he informed me that in order to have a "dedicated" advisor at the local branch I'd have to bring over 250K minimum. I asked him who at the branch I'd be dealing with (without the minimum) - he pointed at the lady at the front desk. So far she has been wonderful!
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Old 10-13-2014, 09:59 AM   #22
Dryer sheet wannabe
 
Join Date: Oct 2014
Location: Puget Sound Area
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Quote:
Originally Posted by PatrickA5 View Post
Just last week, I went to the local Schwab office and opened a brokerage and checking account. I'm thinking of consolidating my taxable money there (all of our retirement accounts are at Vanguard).

I was pretty impressed with the CFP that helped me open the accounts. Seemed to be pretty sharp, had a MBA, etc. In other words, not your usual Ameriprise/Edward Jones type of financial advisor. Still, when I told him I only had about $180K that I was wanting to bring over, he informed me that in order to have a "dedicated" advisor at the local branch I'd have to bring over 250K minimum. I asked him who at the branch I'd be dealing with (without the minimum) - he pointed at the lady at the front desk. So far she has been wonderful!
+1

I opened a SchwabONE brokerage account in 1995. A few years later, I opened an IRA and converted it to a ROTH IRA. I rolled over a TSP account to Schwab and let them manage it, just to see who is better.


I manage my taxable account.

From 2006 to 2012, I beat their money management. 2012-now, they've trounced me.

Overall, the customer service Schwab offers me beats E-trade (my employer stock program vendor) and Fidelity (employer 401k).



-Jon
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Old 10-13-2014, 10:28 AM   #23
Thinks s/he gets paid by the post
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I've been with Schwab for decades now and have been happy with them. Over the years I have moved/consolidated a number of my other brokerage, checking and IRA's accounts over to Schwab. I do have a CFA assigned to me but since I self manage, I really don't use much of his time. But when I do have a question, or need his help, he's always been available by phone and/or email and he's never tried to push anything.
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