Our Credit Union called asking if we would be interested in talking to their financial investment advisor. So we have an appointment to meet with him at the bank on Friday. He said that its free, he is paid by the bank. But looking at the banks site, They say.......
"The annual asset-based fee is 0.25% for cash and individual fixed-income securities (including U.S. Treasuries & Brokered CDs) and 0.50% for all other securities (equities, mutual funds, exchange-traded funds, etc.). Other fees from the clearing firm (Pershing, LLC) may also apply."
Currently we each have IRA accounts at the CU, 401K with Empower thru the state, and Roth at Schwab.
What questions or ideas would you point out?
"The annual asset-based fee is 0.25% for cash and individual fixed-income securities (including U.S. Treasuries & Brokered CDs) and 0.50% for all other securities (equities, mutual funds, exchange-traded funds, etc.). Other fees from the clearing firm (Pershing, LLC) may also apply."
Currently we each have IRA accounts at the CU, 401K with Empower thru the state, and Roth at Schwab.
What questions or ideas would you point out?