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Originally Posted by brewer12345
I don't think Vanguard does this because they don't have lots of physical locations.* Schwab does it, but I have never wanted a personal butt-kisser, so I can't comment on service, etc.
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Hey, if I had OAP's broker I would see her weekly. Mine unfortunately is a guy, but very helpful for other than butt-kissing which is not what they are there for anyway. As a P.A. client you are important, but not that important.
Four or five times the PA broker has been able to handle complicated or confusing situations that I don't think I ever would have gotten handled at a non-Fidelity broker. I opened my first Fidelity account 30 years ago, and though I am not sure, I don't think they have ever made an error. I formerly kept an account at BrownCo because they had a better trading website, and because they were cheaper. But service wise Fidelity is much better. And now, Fidelity has caught up with web based trading and with commission levels. I think if you do a lot of option treading, there are specialized brokers that may be better.
Vanguard may be excellent also; I have no real experience there.
Ha
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