daylatedollarshort
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
- Joined
- Feb 19, 2013
- Messages
- 9,358
We need to name a trustee for trust and asset management outside the family. Our older relatives are now getting on in years and it is unlikely they will outlive us.
I have read here about using Vanguard or Fidelity as a trustee. Have you used any other financial institution? If not, between the two which one did you choose and why?
The percent fees seem quite high to me, even at Vanguard, but I don't think we have a better alternative right now.
Thanks for any help.
I have read here about using Vanguard or Fidelity as a trustee. Have you used any other financial institution? If not, between the two which one did you choose and why?
The percent fees seem quite high to me, even at Vanguard, but I don't think we have a better alternative right now.
Thanks for any help.