Re: Paying low balance fees on mutual fund in Roth IRA
See if anyone else in your family has an account with that investment company.
Vanguard, for example, allows family members to 'lump' the family holdings to exceed and eliminate the nuisance fees. When I got married, a phone call had them extend my 'flagship' status to my wifes roth, which took out the annual fees.
Different fund homes, different rules, different determination on what consitutes 'family'.
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Be fearful when others are greedy, and greedy when others are fearful. Just another form of "buy low, sell high" for those who have trouble with things. This rule is not universal. Do not buy a 1973 Pinto because everyone else is afraid of it.
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