Join Early Retirement Today
Reply
 
Thread Tools Search this Thread Display Modes
What investment house do I use if any?
Old 09-02-2008, 10:28 PM   #1
Recycles dryer sheets
 
Join Date: Mar 2007
Posts: 121
What investment house do I use if any?

I'll be rolling over my 401K in 8 months when I RE and am trying to determine if I should hold all under one house and if so which house to use. The new IRA will hold:
41.5% in 3 ETF's(non-Vanguard),
40% in 1 Oakmark Fund and
18.5% in 3 Vanguard funds(includes a money market fund where $ will flow in and out).

Considering investment ease and fees, etc. what would you suggest? Thank you for your input.
__________________

__________________
hogtied is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that Early-Retirement.org is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Old 09-02-2008, 11:11 PM   #2
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
 
Join Date: Jun 2005
Posts: 8,616
Wells Fargo PMA relationship, but presumably you already know this and have accounts with them now.
__________________

__________________
LOL! is offline   Reply With Quote
Old 09-03-2008, 07:06 AM   #3
Thinks s/he gets paid by the post
Free To Canoe's Avatar
 
Join Date: May 2008
Location: Cooksburg,PA
Posts: 1,738
One house? Don't know. Certainly more convenient that way.

I ended up with Fidelity. Low fees and good investment ease. Not the place for investment advice. You will incur a $50 fee any time you trade in or out of your Vanguard funds there. What you own and what you are doing with it may determine which house you end up at.

Free to Canoe
__________________
Free To Canoe is offline   Reply With Quote
Reply


Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
house exchanges grateful Life after FIRE 11 04-28-2007 10:54 PM
How expensive of a house spike Young Dreamers 12 04-27-2007 08:50 PM
another house question nnkrealtor FIRE and Money 8 04-04-2007 07:07 AM
Whole house fans laurence Other topics 29 06-21-2006 12:40 PM
Selling One's House to a Real Estate Investment Company BunsGettingFirm Other topics 8 08-28-2005 10:45 PM

 

 
All times are GMT -6. The time now is 07:42 AM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2017, vBulletin Solutions, Inc.