MRG
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
- Joined
- Apr 9, 2013
- Messages
- 11,079
Anybody use this service or have any knowledge of it?
Background is my new Fidelity rep has been pushing me to look into them, after I said no way to an annuity. I feel like I'll be calling his manager and explain they can listen to what I want or I'll take my toys to Schwab very soon.
Until then I wondered if anyone has experience with these folks or opinions.
Apparently Fidelity has 99 other advisors to bring in for unique needs. I don't feel there's anything unique about us. He's trying to spin my current desire to manage my income for ACA till age 65 as unique. Seems like if I don't spend down my 401k I'm not very unique.
His pitching two boutique fixed income advisors for only .45 yearly.? Doesnt seem to listen when I talk about the fees. Of course I learned how terrible bond funds are, Fidelity's bond desk isn't good, index funds for bonds stink, while he doesn't know the Black Rock fixed date ETFs I am in, Black Rock's no better then Fidelity at bonds.... At one point he started pushing me to move my Vanguard account to Fidelity. At that point he heard some of my "sawmill language" and hasn't said anything else(but his last figures still suggest it).
Interesting he's spent some time talking to me and surprise he's picked two manager's where he knows I've spent a lot of my life at. One back in KC, even though they have an office in this state. ? I think I'm being played.
Background is my new Fidelity rep has been pushing me to look into them, after I said no way to an annuity. I feel like I'll be calling his manager and explain they can listen to what I want or I'll take my toys to Schwab very soon.
Until then I wondered if anyone has experience with these folks or opinions.
Apparently Fidelity has 99 other advisors to bring in for unique needs. I don't feel there's anything unique about us. He's trying to spin my current desire to manage my income for ACA till age 65 as unique. Seems like if I don't spend down my 401k I'm not very unique.
His pitching two boutique fixed income advisors for only .45 yearly.? Doesnt seem to listen when I talk about the fees. Of course I learned how terrible bond funds are, Fidelity's bond desk isn't good, index funds for bonds stink, while he doesn't know the Black Rock fixed date ETFs I am in, Black Rock's no better then Fidelity at bonds.... At one point he started pushing me to move my Vanguard account to Fidelity. At that point he heard some of my "sawmill language" and hasn't said anything else(but his last figures still suggest it).
Interesting he's spent some time talking to me and surprise he's picked two manager's where he knows I've spent a lot of my life at. One back in KC, even though they have an office in this state. ? I think I'm being played.