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What investment house do I use if any?
Old 09-02-2008, 09:28 PM   #1
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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.

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Old 09-02-2008, 10:11 PM   #2
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Wells Fargo PMA relationship, but presumably you already know this and have accounts with them now.

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Old 09-03-2008, 06:06 AM   #3
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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.

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