Jimmie
Recycles dryer sheets
Hi all. New member to EarlyRetirement.
We currently have an $1MM investment account with small company is St Louis. Everything is in equity index and fixed income funds. Very unhappy with the service we get for the fees charged, considering they do nothing other than offer an annual checkin. We have to place buy/sell orders if we wish to change the mix ratio as we get older in order to reduce our risk.
We've been researching Fidelity and Schwab (have other retirement accounts at both) and wish to close our investment account with St Louis company at beginning of 2018 (after we collect capital gains from existing funds). Both offer no fee services that essentially offer the same service we are getting now.
We were wondering which of the Fidelity or Schwab service is better based on our situation. We are 3 years away from retiring and wish to focus on funds vs buying individual stocks/bonds. Also, not planning to do much other than reset the mix percentage annually to reduce our risk and maximize dividends for retirement.
Many thanks in advance.
We currently have an $1MM investment account with small company is St Louis. Everything is in equity index and fixed income funds. Very unhappy with the service we get for the fees charged, considering they do nothing other than offer an annual checkin. We have to place buy/sell orders if we wish to change the mix ratio as we get older in order to reduce our risk.
We've been researching Fidelity and Schwab (have other retirement accounts at both) and wish to close our investment account with St Louis company at beginning of 2018 (after we collect capital gains from existing funds). Both offer no fee services that essentially offer the same service we are getting now.
We were wondering which of the Fidelity or Schwab service is better based on our situation. We are 3 years away from retiring and wish to focus on funds vs buying individual stocks/bonds. Also, not planning to do much other than reset the mix percentage annually to reduce our risk and maximize dividends for retirement.
Many thanks in advance.