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USAA Wealth Mgmt
Old 08-10-2011, 08:19 AM   #1
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USAA Wealth Mgmt

I had a strong sell from USAA Wealth Management, and I transferred my IRA over there from TD Ameritrade. Thus far, I'm really not impressed. I haven't learned anything or had questions answered any better than I've received on this portal, through my own research or on a very helpful portal regarding SEPP.

My trading account is still at TD Ameritrade and I'm considering rolling my IRA right back over there.

Any thoughts?

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Old 08-10-2011, 08:24 AM   #2
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Why not move it to Fidelity or Vanguard and take advantage of the industries lowest expense ratios?

Numbers is hard

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Old 08-10-2011, 09:12 AM   #3
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I don't go through USAA Wealth Management. I was lucky enough to get a regular financial advisor through their toll-free number and I've stayed with her for all my transfers. Every now and then she tells me I really should be using the Wealth Management team and I thank her and tell her I'll call her in a few months just to see how things are going.
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Old 08-10-2011, 02:25 PM   #4
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Originally Posted by njonge01 View Post
I haven't learned anything or had questions answered any better than I've received on this portal, through my own research or on a very helpful portal regarding SEPP.
Any thoughts?
You've already solved the problem-- you don't need their help to manage your wealth, so maybe it's easier to go to Fidelity or Vanguard where you don't have to pay for it.

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ira, td ameritrade, usaa, wealth management

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