Quote:
Originally Posted by Catmandu
... Any thoughts on other companies that may be more helpful being that I have a large amount with them. ...
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Both Fido and Schwab will assign a specific advisor to you at no cost if your account is large enough. IIRC the thresholds are $100K and $250K but I don't remember which is which. I haven't used our Schwab advisor much for actual advice, more as a question-answerer and for help with administrative issues (which are few). But he is a nice guy and very responsive. At one point he ran a full portfolio analysis for us, which was interesting. He is salaried but has bonus opportunities for bringing in assets and for referrals to some Schwab services. He is not commissioned and I don't think he is actually permitted to suggest individual purchases.
Anyway, assuming you are in that asset ballpark and have Fido and Schwab offices nearby I'd suggest contacting the branch managers with your description of the ideal rep. Age, gender, investment interests, experience, etc. and ask to interview a couple of reps that fit. You'll leave each interview knowing a lot more than just the answer to the simple question you are asking. You can do all this on the phone, of course, too.