settam
Dryer sheet wannabe
Sorry if this question has been asked before, I couldn't find where it has. My wife and I are wondering if the Fidelity Portfolio Advisory Service is worth the fee. We are novice investors, both retired. The Fidelity CFP is advising us that we have been missing out on some nice earnings. We are thinking of trying the service for a year. The amount in funds is about $900K. Just looking for advice. Thanks in advance.