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Old 09-20-2015, 12:39 PM   #101
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My mom's traditional brokerage account was probably state of the art in the 1970's. I liked the way it was invested, directly in stocks that were diversified and appropriate and no added trading fees. The problem was the fees were 2.5% to 3% of assets, and as a result her portfolio performance was noticeably worse than simple total stock market index funds, domestic and international. We moved her to Fidelity and the simple portfolio I listed before.
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Old 09-20-2015, 04:13 PM   #102
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Originally Posted by Animorph View Post
My mom's traditional brokerage account was probably state of the art in the 1970's. I liked the way it was invested, directly in stocks that were diversified and appropriate and no added trading fees. The problem was the fees were 2.5% to 3% of assets, and as a result her portfolio performance was noticeably worse than simple total stock market index funds, domestic and international. We moved her to Fidelity and the simple portfolio I listed before.

2.5% is robbery...


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