stephenson
Thinks s/he gets paid by the post
- Joined
- Jul 3, 2009
- Messages
- 1,610
As I have gotten further into the question of where to consolidate mega-corp 401K, previous IRAs, and taxable holdings, I am learning a lot about the pros/cons of what I would consider to be (at least so far) the top three broad financial companies.
There are multiple levels of service and products with various pricing for things like equities and ETF purchases - TRP offers WSJ and TurboTax free, etc ... hard to keep track.
I know everyone is generally happy with their particular choices, and I will probably end up with at least two of the companies - my question is: at the $1M level of holdings, which company offers the "best deal?" (i recognize this means different things to different people ...)
My world in the future will be doing 20-50 trades a years ... ETFs and individual securities. Nothing fancy. Don't need much help, but free help from competent advisors is better than expensive help.
Anyone beat this particular horse down into basic summary?
Thanks!
There are multiple levels of service and products with various pricing for things like equities and ETF purchases - TRP offers WSJ and TurboTax free, etc ... hard to keep track.
I know everyone is generally happy with their particular choices, and I will probably end up with at least two of the companies - my question is: at the $1M level of holdings, which company offers the "best deal?" (i recognize this means different things to different people ...)
My world in the future will be doing 20-50 trades a years ... ETFs and individual securities. Nothing fancy. Don't need much help, but free help from competent advisors is better than expensive help.
Anyone beat this particular horse down into basic summary?
Thanks!