We are in apposition that if we consolidated our accounts to either Fidelity or Vanguard we would fall under one of these services plans.
Currently we have most of our money with Vanguard and on 401k plus misc at Fidelity.
We are also pretty much do it ourselves, index type investors. Since the incestment options, fess for funds, etc. are about the same we were wondering if one offered little more 'coddling, hand holding' sort of speak in regards to services once one hits that $1m+ mark. We do have some stick options, restricted stock at etrade that are starting to grow. Is the advice provided for things outside asset allocation type better at one vs the other.
Did google search, byput there is little out there or it's old regarding Fidelity Private Client group.
Thanks.
Currently we have most of our money with Vanguard and on 401k plus misc at Fidelity.
We are also pretty much do it ourselves, index type investors. Since the incestment options, fess for funds, etc. are about the same we were wondering if one offered little more 'coddling, hand holding' sort of speak in regards to services once one hits that $1m+ mark. We do have some stick options, restricted stock at etrade that are starting to grow. Is the advice provided for things outside asset allocation type better at one vs the other.
Did google search, byput there is little out there or it's old regarding Fidelity Private Client group.
Thanks.