I do have some, maybe 15% in a tax-managed account intended to help reduce tax bite. Therefore invested all in individual company stocks. Overall it has done me good, and think it justifies the fee. Rest of my stuff is self-managed, but thought I would try the service and see results. So far good returns and some help at tax time. Will it always be good? That's the question. For right now my answer is to let them continue with it.
The advice we're giving you is invaluable, that's why it's free
Experience is a good teacher, but the tuition can get expensive real fast
Semi-Retired 7/1/16: working part-time ( 60%) for now [4/24/17 changed to 80%]
Retired Aug 2, 2017; age 53