Texas Proud
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
- Joined
- May 16, 2005
- Messages
- 17,266
If anyone is keeping a tally, you can add me to the list of people who dumped
Vanguard as a custodian. I still have a significant percentage of my stuff in
Vanguard ETFs held at Schwab (solo401k & taxable) and Fidelity (401K, Roth &
cb pension).
I don't have any Vanguard horror stories, just frustration with delays, un-informed
CSR's, lack of timely call backs and lack of flexible policies available at other
custodians. When I determined that Vanguard's solo401K plan did not allow
for roll ins of IRA money I went with Schwab and consolidated everything
away from VG. Couldn't be happier , YMMV
At both Schwab and Fido I am below $1M, but both assigned me my own rep
and both are very good. I get offers for free Turbotax (Fido) and have been to
a couple microbrew steakhouse meetups hosted by my Schwab guy. I've never
been "sold" anything from either or even offered investment product advice
(never asked), not in the slightest.
YMMV, just my individual experience.
What is the cost of buying and selling individual stocks at each?
Are there levels of services like VG at either?